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iShares Russell 1000 Value Index shares owned by Beacon Investment Advisory Services

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

Historical chart of Beacon Investment Advisory Services 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 Investment Advisory Services 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 Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $433k 2.1k 203.59
2025-06-30 $735k 3.8k 194.23

More positions owned by Beacon Investment Advisory Services

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Mastercard Incorporated Cl A (MA)
Ishares Gold Tr Ishares New (IAU)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr 1 3 Yr Treas Bd (SHY)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
Morgan Stanley Com New (MS)
TJX Companies (TJX)
Booking Holdings (BKNG)

View all positions for Beacon Investment Advisory Services

Top funds holding iShares Russell 1000 Value Index

Morgan Stanley
Goldman Sachs Group
FMR
Jpmorgan Chase & Co
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