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
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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 |
|---|---|---|---|
| 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 | $2.4M | 18k | 136.49 |
| 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 |
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