iShares S&P 500 Index shares owned by Beaumont Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Beaumont Asset Management
from 13F filings
Historical chart of Beaumont Asset Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Beaumont Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Beaumont Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $59M | 88k | 669.30 |
| 2025-06-30 | $54M | 86k | 620.90 |
| 2025-03-31 | $46M | 82k | 561.90 |
| 2024-12-31 | $45M | 76k | 588.68 |
| 2024-09-30 | $45M | 78k | 576.82 |
| 2024-06-30 | $41M | 75k | 547.23 |
| 2024-03-31 | $38M | 72k | 525.73 |
| 2023-12-31 | $34M | 72k | 477.63 |
| 2023-09-30 | $29M | 68k | 429.43 |
| 2023-06-30 | $29M | 65k | 445.71 |
| 2023-03-31 | $27M | 66k | 411.08 |
| 2022-12-31 | $26M | 67k | 384.21 |
| 2022-09-30 | $25M | 71k | 358.65 |
| 2022-06-30 | $27M | 72k | 379.14 |
| 2022-03-31 | $31M | 67k | 453.68 |
| 2021-12-31 | $32M | 67k | 476.98 |
| 2021-09-30 | $27M | 62k | 430.80 |
| 2021-06-30 | $25M | 59k | 429.92 |
| 2021-03-31 | $23M | 58k | 397.81 |
| 2020-12-31 | $24M | 63k | 375.38 |
| 2020-09-30 | $21M | 62k | 336.06 |
| 2020-06-30 | $22M | 72k | 309.68 |
| 2020-03-31 | $19M | 75k | 258.40 |
| 2019-12-31 | $24M | 74k | 323.23 |