iShares Russell 3000 Index shares owned by Beacon Investment Advisory Services
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Beacon Investment Advisory Services
from 13F filings
Historical chart of Beacon Investment Advisory Services investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Beacon Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $203k | 677 | 300.08 |
| 2022-06-30 | $206k | 947 | 217.53 |
| 2022-03-31 | $248k | 947 | 261.88 |
| 2021-12-31 | $263k | 947 | 277.72 |
| 2021-09-30 | $241k | 947 | 254.49 |
| 2021-06-30 | $242k | 947 | 255.54 |
| 2021-03-31 | $225k | 947 | 237.59 |
| 2020-12-31 | $212k | 947 | 223.86 |
| 2018-12-31 | $352k | 2.4k | 147.10 |
| 2018-09-30 | $412k | 2.4k | 172.17 |
| 2018-06-30 | $388k | 2.4k | 162.14 |
| 2018-03-31 | $374k | 2.4k | 156.29 |
More positions owned by Beacon Investment Advisory Services
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