iShares S&P 500 Growth Index shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Beacon Financial Advisory 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 Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 18k | 95.75 |
| 2024-06-30 | $1.8M | 19k | 92.54 |
| 2024-03-31 | $1.2M | 14k | 84.44 |
| 2023-12-31 | $839k | 11k | 75.10 |
| 2023-09-30 | $783k | 11k | 68.42 |
| 2023-06-30 | $600k | 8.5k | 70.48 |
| 2023-03-31 | $543k | 8.5k | 63.89 |
| 2022-12-31 | $520k | 8.9k | 58.50 |
| 2022-09-30 | $1.2M | 21k | 57.85 |
| 2022-06-30 | $1.5M | 25k | 60.35 |
| 2022-03-31 | $2.0M | 26k | 76.37 |
| 2021-12-31 | $2.2M | 27k | 83.66 |
| 2021-09-30 | $2.0M | 27k | 73.89 |
| 2021-06-30 | $1.9M | 26k | 72.74 |
| 2021-03-31 | $1.7M | 26k | 65.11 |
| 2020-12-31 | $1.6M | 25k | 63.81 |
| 2020-09-30 | $1.3M | 5.5k | 230.99 |
| 2020-06-30 | $989k | 4.8k | 207.34 |
| 2020-03-31 | $777k | 4.7k | 165.00 |
| 2019-12-31 | $497k | 2.6k | 193.54 |