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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly 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