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 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return