iShares Russell 2000 Index shares owned by Beacon Financial
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $288k | 1.4k | 202.89 |
| 2024-03-31 | $320k | 1.5k | 210.30 |
| 2018-09-30 | $514k | 3.0k | 168.58 |
| 2017-12-31 | $567k | 3.7k | 152.58 |
| 2017-09-30 | $655k | 4.4k | 148.29 |
| 2015-06-30 | $3.8M | 31k | 124.28 |
| 2015-03-31 | $6.1M | 49k | 124.79 |
| 2014-12-31 | $5.5M | 46k | 120.32 |
| 2014-09-30 | $8.3M | 42k | 198.76 |
| 2014-06-30 | $14M | 116k | 118.34 |
| 2014-03-31 | $31M | 274k | 114.29 |
| 2013-09-30 | $33M | 307k | 106.58 |