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iShares Russell 1000 Value Index shares owned by Beacon Financial Strategies CORP

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

Historical chart of Beacon Financial Strategies CORP 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 Strategies CORP 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 Strategies CORP

Quarter filed Position value Share count Share price at filing
2025-09-30 $500k 2.5k 203.63

More positions owned by Beacon Financial Strategies CORP

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Equity Market (DFUS)
Amazon (AMZN)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Eli Lilly & Co. (LLY)

View all positions for Beacon Financial Strategies CORP

Top funds holding iShares Russell 1000 Value Index

Morgan Stanley
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FMR
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Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
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