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iShares Russell 2000 Index shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $215k 974 221.00
2024-06-30 $244k 1.2k 202.85
2024-03-31 $252k 1.2k 210.32
2023-12-31 $241k 1.2k 200.63

More positions owned by Beaumont Financial Advisors

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Jpmorgan Active Growth Etf Etf (JGRO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Amazon Stock (AMZN)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Lowes Cos Stock (LOW)
Vanguard Growth Etf Etf (VUG)
Mcdonalds Corp Stock (MCD)

View all positions for Beaumont Financial Advisors

Top funds holding iShares Russell 2000 Index

Jane Street
Bank of America Corporation
Susquehanna International
Barclays
Citadel Advisors
Wells Fargo & Company
Citigroup
Goldman Sachs Group
Royal Bank of Canada
Nomura Holdings
Morgan Stanley
Parallax Volatility Advisers
Balyasny Asset Management
Healthcare Of Ontario Pension Plan Trust Fund
Belvedere Trading

View all funds holding iShares Russell 2000 Index