iShares Russell 3000 Index shares owned by Beacon Financial
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 5.2k | 378.94 |
| 2025-06-30 | $1.9M | 5.3k | 351.00 |
| 2025-03-31 | $1.7M | 5.3k | 317.64 |
| 2024-12-31 | $1.8M | 5.5k | 334.25 |
| 2024-09-30 | $1.8M | 5.5k | 326.73 |
| 2024-06-30 | $1.7M | 5.5k | 308.67 |
| 2024-03-31 | $1.7M | 5.5k | 300.08 |
| 2023-12-31 | $1.6M | 5.8k | 273.74 |
| 2023-09-30 | $1.5M | 5.9k | 258.37 |
| 2023-06-30 | $1.5M | 5.8k | 251.77 |
| 2023-03-31 | $1.4M | 5.8k | 235.00 |
| 2022-12-31 | $1.3M | 5.8k | 220.65 |
| 2022-09-30 | $1.2M | 5.8k | 209.75 |
| 2022-06-30 | $1.3M | 5.8k | 223.41 |
| 2022-03-31 | $1.6M | 6.2k | 265.73 |
| 2021-12-31 | $1.7M | 6.2k | 279.15 |
| 2021-09-30 | $1.6M | 6.2k | 257.80 |
| 2021-06-30 | $1.8M | 7.1k | 256.21 |
| 2021-03-31 | $1.6M | 7.1k | 229.42 |
| 2020-12-31 | $1.6M | 7.1k | 229.42 |
| 2020-09-30 | $1.4M | 7.1k | 195.77 |
| 2020-06-30 | $1.3M | 7.1k | 177.53 |
| 2020-03-31 | $1.1M | 7.1k | 150.61 |
| 2019-12-31 | $1.3M | 7.1k | 188.47 |
| 2019-09-30 | $1.3M | 7.4k | 172.91 |
| 2019-06-30 | $1.3M | 7.4k | 172.37 |
| 2019-03-31 | $1.2M | 7.4k | 166.71 |
| 2018-12-31 | $1.1M | 7.4k | 145.55 |
| 2018-09-30 | $1.3M | 7.4k | 172.24 |
| 2018-06-30 | $1.2M | 7.7k | 162.24 |
| 2018-03-31 | $1.2M | 7.7k | 156.40 |
| 2017-12-31 | $1.4M | 8.5k | 158.21 |
| 2017-09-30 | $1.3M | 8.6k | 149.22 |
| 2017-06-30 | $1.6M | 11k | 143.86 |
| 2017-03-31 | $1.5M | 11k | 140.12 |
| 2016-12-31 | $1.5M | 11k | 132.98 |
| 2016-09-30 | $1.6M | 12k | 127.23 |
| 2016-06-30 | $1.5M | 12k | 122.19 |
| 2016-03-31 | $1.5M | 12k | 120.97 |
| 2015-12-31 | $1.5M | 12k | 121.39 |
| 2015-09-30 | $1.4M | 12k | 111.83 |
| 2015-06-30 | $1.6M | 13k | 123.57 |
| 2015-03-31 | $1.7M | 14k | 124.94 |
| 2014-12-31 | $1.7M | 14k | 123.47 |
| 2014-09-30 | $1.6M | 14k | 117.24 |
| 2014-06-30 | $1.6M | 14k | 117.63 |
| 2014-03-31 | $1.5M | 14k | 111.30 |
| 2013-12-31 | $1.5M | 14k | 110.28 |
| 2013-09-30 | $1.4M | 14k | 101.55 |