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Ishares Tr rus200 val idx shares owned by Beacon Financial

Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in Ishares Tr rus200 val idx

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 val idx held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr rus200 val idx by Beacon Financial

Quarter filed Position value Share count Share price at filing
2025-03-31 $442k 5.4k 82.18

More positions owned by Beacon Financial

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Blackrock Etf Trust Ishares Intl Div (BIDD)
First Tr Exchange-traded SHS (FVD)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Beacon Financial

Top funds holding Ishares Tr rus200 val idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
AE Wealth Management
Lido Advisors
Bp Wealth Management
Bryn Mawr Trust
First Citizens Asset Management
First Citizens Investor Services
Richard P Slaughter Associates
Ameriprise Financial
UBS Group
JSF Financial
Jpmorgan Chase & Co
Sterling Capital Management

View all funds holding Ishares Tr rus200 val idx