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
2025 Q3	$242K	Sell
2025 Q2	$237K	Sell
2025 Q1	$229K	Hold
2024 Q4	$252K	Hold
2024 Q3	$256K	Hold
2024 Q2	$233K	Hold
2024 Q1	$242K	Hold
2023 Q4	$237K	Hold
2023 Q3	$206K	Buy