iShares Russell 2000 Index shares owned by Beacon Investment Advisory Services
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Beacon Investment Advisory Services
from 13F filings
Historical chart of Beacon Investment Advisory Services investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Beacon Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Beacon Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.6M | 27k | 241.96 |
| 2025-06-30 | $6.0M | 28k | 215.79 |
| 2025-03-31 | $3.5M | 17k | 199.49 |
| 2024-12-31 | $3.5M | 16k | 220.96 |
| 2024-06-30 | $3.2M | 16k | 202.89 |
| 2024-03-31 | $3.2M | 15k | 210.30 |
| 2023-12-31 | $3.1M | 16k | 200.71 |
| 2023-09-30 | $2.8M | 16k | 176.74 |
| 2023-06-30 | $3.0M | 16k | 187.27 |
| 2023-03-31 | $2.6M | 15k | 178.40 |
| 2022-12-31 | $2.7M | 16k | 174.36 |
| 2022-09-30 | $2.3M | 14k | 164.92 |
| 2022-06-30 | $2.4M | 14k | 169.32 |
| 2022-03-31 | $3.1M | 15k | 205.29 |
| 2021-12-31 | $3.5M | 16k | 222.47 |
| 2021-09-30 | $3.3M | 15k | 218.76 |
| 2021-06-30 | $3.7M | 16k | 229.36 |
| 2021-03-31 | $3.7M | 17k | 220.96 |
| 2020-12-31 | $3.3M | 17k | 196.04 |
| 2020-09-30 | $2.5M | 17k | 149.80 |
| 2020-06-30 | $2.5M | 18k | 143.16 |
| 2020-03-31 | $26M | 231k | 114.46 |
| 2019-12-31 | $24M | 146k | 165.67 |
| 2019-09-30 | $22M | 147k | 151.34 |
| 2019-06-30 | $25M | 161k | 155.50 |
| 2019-03-31 | $25M | 163k | 153.09 |
| 2018-12-31 | $22M | 163k | 133.90 |
More positions owned by Beacon Investment Advisory Services
View all positions for Beacon Investment Advisory Services