iShares Russell 3000 Index shares owned by Beaumont Asset Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Beaumont Asset Management
from 13F filings
Historical chart of Beaumont Asset Management investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Beaumont Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $993k | 3.0k | 334.25 |
| 2024-09-30 | $970k | 3.0k | 326.73 |
| 2024-06-30 | $917k | 3.0k | 308.67 |
| 2024-03-31 | $891k | 3.0k | 300.08 |
| 2023-12-31 | $813k | 3.0k | 273.74 |
| 2023-09-30 | $728k | 3.0k | 245.06 |
| 2023-06-30 | $756k | 3.0k | 254.48 |
| 2023-03-31 | $699k | 3.0k | 235.41 |
| 2022-12-31 | $669k | 3.0k | 220.68 |
| 2022-09-30 | $751k | 3.6k | 206.83 |
| 2022-06-30 | $661k | 3.0k | 217.36 |
| 2022-03-31 | $811k | 3.1k | 262.29 |
| 2021-12-31 | $940k | 3.4k | 277.29 |
| 2021-09-30 | $863k | 3.4k | 254.57 |
| 2021-06-30 | $936k | 3.7k | 255.67 |
| 2021-03-31 | $885k | 3.7k | 237.20 |
| 2020-12-31 | $854k | 3.8k | 223.50 |
| 2020-09-30 | $747k | 3.8k | 195.50 |
| 2020-06-30 | $756k | 4.2k | 179.96 |
| 2020-03-31 | $623k | 4.2k | 148.30 |
| 2019-12-31 | $917k | 4.9k | 188.30 |