iShares Russell 1000 Growth Index shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in iShares Russell 1000 Growth Index
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Quarterly reported holdings in iShares Russell 1000 Growth Index by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 4.2k | 375.38 |
| 2024-06-30 | $1.4M | 3.8k | 364.49 |
| 2024-03-31 | $1.2M | 3.5k | 337.08 |
| 2023-12-31 | $991k | 3.3k | 303.15 |
| 2023-09-30 | $786k | 3.0k | 266.02 |
| 2023-06-30 | $701k | 2.5k | 275.22 |
| 2023-03-31 | $621k | 2.5k | 244.29 |
| 2022-12-31 | $497k | 2.3k | 214.24 |
| 2022-09-30 | $443k | 2.1k | 210.25 |
| 2022-06-30 | $387k | 1.8k | 218.89 |
| 2022-03-31 | $476k | 1.7k | 277.55 |
| 2021-12-31 | $524k | 1.7k | 305.72 |
| 2021-09-30 | $461k | 1.7k | 274.24 |
| 2021-06-30 | $432k | 1.6k | 271.70 |
| 2021-03-31 | $340k | 1.4k | 242.86 |
| 2020-12-31 | $406k | 1.7k | 240.66 |
| 2020-09-30 | $493k | 2.3k | 216.80 |
| 2020-06-30 | $700k | 3.6k | 191.89 |
| 2020-03-31 | $549k | 3.6k | 150.53 |
| 2019-12-31 | $612k | 3.5k | 175.71 |
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