Beaton Management Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Beaton Management Company’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$317K	Hold	2,139	–	–	0.13%	127
2026 Q1	$266K	Buy	2,139 +100	+5%	+$12.7K	0.12%	124
2025 Q4	$245K	Hold	2,039	–	–	0.11%	133
2025 Q3	$242K	Sell	2,039 -125	-6%	-$14.4K	0.11%	130
2025 Q2	$237K	Sell	2,164 -25	-1%	-$2.58K	0.12%	124
2025 Q1	$229K	Hold	2,189	–	–	0.12%	126
2024 Q4	$252K	Hold	2,189	–	–	0.13%	120
2024 Q3	$256K	Hold	2,189	–	–	0.13%	120
2024 Q2	$233K	Hold	2,189	–	–	0.13%	122
2024 Q1	$242K	Hold	2,189	–	–	0.13%	122
2023 Q4	$237K	Hold	2,189	–	–	0.14%	120
2023 Q3	$206K	Buy	+2,189	New	+$219K	0.13%	127

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Beaton Management Company's IJR Position: Q2 2026 in Review

Beaton Management Company held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 2,139 shares worth $317K. The position accounts for 0.13% of the portfolio, ranked #127.

Beaton Management Company first reported a position in IJR in Q3 2023 and has held it in 12 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Beaton Management Company held 2,139 shares of iShares Core S&P Small-Cap ETF worth $317K as of Q2 2026.
Beaton Management Company left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.13% of Beaton Management Company's portfolio in Q2 2026, its #127 holding.
Beaton Management Company first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Beaton Management Company's 13F filing for Q2 2026, filed 7 Aug 2026.