iShares Russell 1000 Index shares owned by Beaumont Financial Partners
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Beaumont Financial Partners
from 13F filings
Historical chart of Beaumont Financial Partners investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Beaumont Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $340k | 1.7k | 197.44 |
| 2022-06-30 | $334k | 1.6k | 207.84 |
| 2022-03-31 | $453k | 1.8k | 250.14 |
| 2021-12-31 | $31M | 115k | 264.43 |
| 2021-09-30 | $28M | 114k | 241.71 |
| 2021-06-30 | $27M | 113k | 242.08 |
| 2021-03-31 | $530k | 2.4k | 223.63 |
| 2020-12-31 | $502k | 2.4k | 211.81 |
| 2020-09-30 | $362k | 1.9k | 187.08 |
| 2020-06-30 | $332k | 1.9k | 171.58 |
| 2020-03-31 | $246k | 1.7k | 141.79 |
| 2019-12-31 | $1.2M | 6.5k | 178.36 |
| 2019-09-30 | $469k | 2.8k | 164.68 |
| 2016-12-31 | $3.3M | 26k | 124.45 |
| 2016-09-30 | $4.0M | 33k | 120.45 |
| 2016-06-30 | $4.5M | 38k | 116.88 |
| 2016-03-31 | $2.6M | 23k | 114.05 |
| 2014-12-31 | $18M | 157k | 114.63 |
| 2014-09-30 | $24M | 222k | 109.87 |
| 2014-06-30 | $14M | 126k | 110.11 |
| 2014-03-31 | $8.7M | 83k | 104.77 |
| 2013-06-30 | $7.7M | 86k | 89.93 |
More positions owned by Beaumont Financial Partners
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