iShares S&P 500 Growth Index shares owned by Beacon Financial
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 9.5k | 120.72 |
| 2025-06-30 | $1.0M | 9.4k | 110.10 |
| 2025-03-31 | $983k | 11k | 92.83 |
| 2024-12-31 | $914k | 9.0k | 101.53 |
| 2024-09-30 | $902k | 9.4k | 95.75 |
| 2024-06-30 | $773k | 8.4k | 92.54 |
| 2024-03-31 | $505k | 6.0k | 84.44 |
| 2023-12-31 | $281k | 3.7k | 75.10 |
| 2020-03-31 | $472k | 2.0k | 236.00 |
| 2019-12-31 | $387k | 2.0k | 193.50 |
| 2019-09-30 | $358k | 2.0k | 179.00 |
| 2019-06-30 | $358k | 2.0k | 179.00 |
| 2019-03-31 | $345k | 2.0k | 172.50 |
| 2018-12-31 | $298k | 2.0k | 149.00 |
| 2018-09-30 | $354k | 2.0k | 177.00 |
| 2018-06-30 | $386k | 2.4k | 162.53 |
| 2018-03-31 | $368k | 2.4k | 154.95 |
| 2017-12-31 | $363k | 2.4k | 152.84 |
| 2017-09-30 | $341k | 2.4k | 143.58 |
| 2017-06-30 | $324k | 2.4k | 136.42 |
| 2017-03-31 | $312k | 2.4k | 131.37 |
| 2016-12-31 | $289k | 2.4k | 121.68 |
| 2016-09-30 | $287k | 2.4k | 120.84 |
| 2016-06-30 | $274k | 2.4k | 115.37 |
| 2016-03-31 | $275k | 2.4k | 115.79 |
| 2015-12-31 | $278k | 2.4k | 117.05 |
| 2015-09-30 | $251k | 2.4k | 105.68 |
| 2015-06-30 | $269k | 2.4k | 113.26 |
| 2015-03-31 | $274k | 2.4k | 115.37 |
| 2014-12-31 | $267k | 2.4k | 112.42 |
| 2014-09-30 | $254k | 2.4k | 106.95 |
| 2014-06-30 | $250k | 2.4k | 105.26 |
| 2014-03-31 | $235k | 2.4k | 98.95 |
| 2013-12-31 | $233k | 2.4k | 98.11 |
| 2013-09-30 | $213k | 2.4k | 89.68 |