iShares S&P 500 Growth Index shares owned by Beaumont Financial Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Beaumont Financial Partners
from 13F filings
Historical chart of Beaumont Financial Partners investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Beaumont Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Growth Index by Beaumont Financial Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2022-09-30 | $615k | 11k | 57.89 |
2022-06-30 | $589k | 9.8k | 60.37 |
2022-03-31 | $745k | 9.8k | 76.36 |
2021-12-31 | $816k | 9.8k | 83.64 |
2021-09-30 | $721k | 9.8k | 73.90 |
2021-06-30 | $717k | 9.9k | 72.72 |
2021-03-31 | $642k | 9.9k | 65.11 |
2020-12-31 | $654k | 10k | 63.84 |
2020-09-30 | $492k | 2.1k | 230.99 |
2020-06-30 | $452k | 2.2k | 207.63 |
2019-12-31 | $230k | 1.2k | 193.60 |
2019-09-30 | $214k | 1.2k | 180.13 |
2019-06-30 | $213k | 1.2k | 179.29 |
2019-03-31 | $206k | 1.2k | 172.82 |
2018-09-30 | $257k | 1.5k | 177.12 |
2018-06-30 | $212k | 1.3k | 162.95 |
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