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iShares S&P 500 Value Index shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value 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 S&P 500 Value Index by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $284k 1.5k 186.82
2023-12-31 $260k 1.5k 173.89
2023-09-30 $338k 2.2k 153.84
2023-06-30 $354k 2.2k 161.19
2023-03-31 $361k 2.4k 151.76
2022-12-31 $351k 2.4k 145.07

More positions owned by Beaumont Financial Advisors

Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
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)
Ishares Global 100 Etf Etf (IOO)
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Etf (JQUA)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Blackstone Private Credit Fund Shs Cl I Stock
Lowes Cos Stock (LOW)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Fidelity Fundamental Large Cap Core Etf Etf (FFLC)

View all positions for Beaumont Financial Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
Us Bancorp
CWM
Cetera Investment Advisers
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index