iShares Russell 1000 Index shares owned by Beacon Financial
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.8M | 11k | 262.25 |
| 2023-09-30 | $2.4M | 9.7k | 247.78 |
| 2023-06-30 | $3.8M | 16k | 240.99 |
| 2023-03-31 | $3.7M | 16k | 224.90 |
| 2022-12-31 | $3.5M | 17k | 210.50 |
| 2022-09-30 | $3.4M | 17k | 200.12 |
| 2022-06-30 | $3.6M | 17k | 213.17 |
| 2022-03-31 | $4.2M | 17k | 253.52 |
| 2021-12-31 | $4.5M | 17k | 266.10 |
| 2021-09-30 | $5.8M | 24k | 244.50 |
| 2021-06-30 | $5.8M | 24k | 243.20 |