iShares Russell 1000 Index shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $500k | 1.4k | 365.35 |
| 2025-06-30 | $464k | 1.4k | 339.47 |
| 2025-03-31 | $419k | 1.4k | 306.67 |
| 2024-12-31 | $524k | 1.6k | 322.11 |
| 2024-09-30 | $569k | 1.8k | 314.33 |
| 2024-06-30 | $461k | 1.5k | 297.52 |
| 2024-03-31 | $456k | 1.6k | 287.95 |
| 2023-12-31 | $415k | 1.6k | 262.25 |
| 2023-09-30 | $454k | 1.9k | 234.91 |
| 2023-06-30 | $434k | 1.8k | 243.74 |
| 2023-03-31 | $401k | 1.8k | 225.23 |
| 2022-12-31 | $367k | 1.7k | 210.52 |
More positions owned by Beaumont Financial Advisors
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