Beaton Management Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Sell |
2,164
-25
| -1% | -$2.74K | 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 | +$206K | 0.13% | 127 |
|