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iShares Russell 1000 Value Index shares owned by Beacon Financial

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Beacon Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 7.8k 203.58
2025-06-30 $1.5M 7.8k 194.22
2025-03-31 $1.5M 7.9k 188.15
2024-12-31 $1.7M 9.1k 185.12
2024-09-30 $1.8M 9.4k 189.79
2024-06-30 $1.6M 9.4k 174.46
2024-03-31 $1.7M 9.4k 179.10
2023-12-31 $1.6M 9.5k 165.24
2023-09-30 $1.1M 7.0k 158.98
2023-06-30 $2.9M 19k 156.54
2023-03-31 $2.8M 18k 153.00
2022-12-31 $3.0M 20k 151.65
2022-09-30 $2.7M 20k 137.46
2022-06-30 $3.3M 20k 168.24
2022-03-31 $3.3M 20k 168.24
2021-12-31 $3.3M 20k 168.54
2021-09-30 $3.1M 20k 158.95
2021-06-30 $3.1M 20k 157.12
2021-03-31 $2.9M 20k 142.40
2020-12-31 $2.9M 20k 142.40
2020-09-30 $2.4M 20k 118.11
2020-06-30 $2.2M 22k 101.00
2020-03-31 $2.2M 22k 101.00
2019-12-31 $2.4M 18k 136.49
2019-09-30 $1.6M 13k 127.99
2019-06-30 $1.5M 12k 127.19
2019-03-31 $1.5M 12k 123.50
2018-12-31 $2.7M 25k 110.07
2018-09-30 $984k 7.8k 126.66
2018-06-30 $928k 7.6k 121.35
2018-03-31 $771k 6.4k 119.91
2017-12-31 $736k 5.9k 124.30
2017-09-30 $670k 5.7k 118.54
2017-06-30 $630k 5.4k 116.32
2017-03-31 $539k 4.7k 115.12
2016-12-31 $344k 3.1k 111.72
2016-09-30 $324k 3.1k 104.72
2013-12-31 $215k 2.3k 93.97
2013-09-30 $286k 3.3k 86.88

More positions owned by Beacon Financial

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Blackrock Etf Trust Ishares Intl Div (BIDD)
First Tr Exchange-traded SHS (FVD)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Beacon Financial

Top funds holding iShares Russell 1000 Value Index

Morgan Stanley
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UBS Group
Envestnet Asset Management
Baird Financial
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Elliott Investment Management
Wells Fargo & Company
Northern Trust
LPL Financial
Prudential Financial
M^T Bank Corporation

View all funds holding iShares Russell 1000 Value Index