iShares Russell 1000 Index shares owned by Beacon Harbor Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Beacon Harbor Wealth Advisors
from 13F filings
Historical chart of Beacon Harbor Wealth Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Beacon Harbor Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $301k | 807 | 373.44 |
| 2025-09-30 | $295k | 807 | 365.48 |
| 2025-06-30 | $274k | 807 | 339.57 |
| 2025-03-31 | $248k | 807 | 306.74 |
| 2024-12-31 | $281k | 872 | 322.16 |
| 2024-09-30 | $254k | 808 | 314.36 |
| 2024-06-30 | $240k | 808 | 297.03 |
| 2024-03-31 | $243k | 843 | 288.26 |
| 2023-12-31 | $221k | 843 | 262.16 |
| 2023-09-30 | $226k | 963 | 234.68 |
| 2023-06-30 | $242k | 993 | 243.71 |
| 2023-03-31 | $224k | 993 | 225.58 |
| 2022-12-31 | $209k | 993 | 210.47 |
| 2022-06-30 | $206k | 993 | 207.45 |
| 2022-03-31 | $248k | 993 | 249.75 |
| 2021-12-31 | $263k | 993 | 264.85 |
| 2021-09-30 | $240k | 993 | 241.69 |
| 2021-06-30 | $240k | 993 | 241.69 |
| 2021-03-31 | $222k | 993 | 223.57 |
| 2020-12-31 | $210k | 993 | 211.48 |
More positions owned by Beacon Harbor Wealth Advisors
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