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iShares S&P 500 Growth Index shares owned by Beacon Investment Advisory Services

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Beacon Investment Advisory Services from 13F filings

Historical chart of Beacon Investment Advisory Services investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Beacon Investment Advisory Services 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 Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $238k 2.0k 120.72
2025-06-30 $210k 1.9k 110.10
2023-12-31 $327k 4.4k 75.10
2023-09-30 $298k 4.4k 68.42