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iShares Russell 1000 Value Index shares owned by Beaumont Financial Partners

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

Historical chart of Beaumont Financial Partners 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 Beaumont Financial Partners 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 Beaumont Financial Partners

Quarter filed Position value Share count Share price at filing
2022-09-30 $631k 4.6k 135.99
2022-06-30 $614k 4.2k 144.91
2022-03-31 $927k 5.6k 165.98
2021-12-31 $502k 3.0k 167.84
2021-09-30 $378k 2.5k 150.24
2021-06-30 $1.0M 6.6k 158.52
2021-03-31 $448k 3.0k 151.45
2020-12-31 $326k 2.4k 136.69
2020-09-30 $215k 1.8k 118.07
2020-06-30 $203k 1.8k 112.47
2019-12-31 $280k 2.1k 136.32
2019-09-30 $307k 2.4k 128.18
2019-06-30 $234k 1.8k 127.10
2019-03-31 $1.1M 9.2k 123.50
2018-12-31 $204k 1.8k 111.17
2018-09-30 $417k 3.3k 126.59
2018-06-30 $332k 2.7k 121.21
2018-03-31 $368k 3.1k 119.95
2017-12-31 $1.7M 14k 124.32
2017-09-30 $356k 3.0k 118.55
2017-06-30 $355k 3.1k 116.36
2017-03-31 $292k 2.5k 114.87
2016-12-31 $1.8M 16k 112.03
2016-09-30 $4.0M 37k 105.60
2016-06-30 $300k 2.9k 103.23
2016-03-31 $426k 4.1k 103.07
2015-12-31 $434k 4.4k 97.86
2015-06-30 $159M 1.5M 103.08
2015-03-31 $11M 106k 103.08
2014-12-31 $412k 4.0k 104.30
2014-09-30 $22M 215k 100.09
2014-06-30 $400k 4.0k 101.27
2013-09-30 $9.2M 107k 86.20
2013-06-30 $25M 298k 83.79

More positions owned by Beaumont Financial Partners

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Apple (AAPL)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p Md Cap (IJH)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded Us Qualty Fctr (JQUA)
McDonald's Corporation (MCD)
Lowe's Companies (LOW)
Amazon (AMZN)
Ishares Tr S&P SML 600 GRTH (IJT)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)

View all positions for Beaumont Financial Partners

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Financial Engines Advisors L.L.C
FMR
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Baird Financial
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index