iShares S&P 500 Growth Index shares owned by Beacon Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Beacon Capital Management
from 13F filings
Historical chart of Beacon Capital Management investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Beacon Capital Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Growth Index by Beacon Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.5M | 35k | 101.53 |
| 2024-09-30 | $3.4M | 36k | 95.75 |
| 2024-06-30 | $3.3M | 36k | 92.54 |
| 2024-03-31 | $3.0M | 36k | 84.44 |
| 2023-12-31 | $2.8M | 41k | 68.42 |
| 2023-09-30 | $3.0M | 42k | 70.50 |
| 2023-06-30 | $3.0M | 42k | 70.50 |
| 2023-03-31 | $3.0M | 47k | 63.83 |
| 2022-12-31 | $2.9M | 49k | 58.50 |
| 2022-09-30 | $0 | 49k | 0.00 |
| 2022-06-30 | $3.9M | 51k | 76.92 |
| 2022-03-31 | $4.0M | 52k | 76.92 |