Ownership history in Beacon Wealthcare LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Beacon Wealthcare LLC reported a position in iShs S&P 500 (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 662 | -100 | -13.1% | 0.16% | $453K | $683.12 |
| 2025 Q3 | ADDED | 762 | +150 | +24.5% | 0.18% | $510K | $665.17 |
| 2025 Q2 | ADDED | 612 | +9 | +1.5% | 0.14% | $380K | $615.21 |
| 2025 Q1 | UNCHANGED | 603 | — | 0% | 0.14% | $339K | $555.02 |
| 2024 Q4 | REDUCED | 603 | -35 | -5.5% | 0.14% | $355K | $579.67 |
| 2024 Q3 | ADDED | 638 | +35 | +5.8% | 0.15% | $368K | $566.00 |
| 2024 Q2 | UNCHANGED | 603 | — | 0% | 0.14% | $330K | $534.89 |
| 2024 Q1 | ADDED | 603 | +48 | +8.6% | 0.14% | $317K | $512.33 |
| 2023 Q4 | UNCHANGED | 555 | — | 0% | 0.13% | $265K | $463.98 |
| 2023 Q3 | UNCHANGED | 555 | — | 0% | 0.13% | $238K | $415.48 |
As of 2025 Q4 — sorted by position size