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

Beaumont Asset Management’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 		$240K Hold
1,617
– – 0.09% 75
2026
Q1 		$201K Buy
+1,617
New +$205K 0.09% 76
2020
Q1 		– Sell
-11,987
Closed -$1M – 59
2019
Q4 		$1M Buy
+11,987
New +$964K 0.96% 30

Other funds holding IJR

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Beaumont Asset Management's IJR Position: Q2 2026 in Review

Beaumont Asset Management held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 1,617 shares worth $240K. The position accounts for 0.09% of the portfolio, ranked #75.

Beaumont Asset Management first reported a position in IJR in Q4 2019 and has held it in 3 quarters since. The position peaked at $1M in Q4 2019. 898 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Beaumont Asset Management held 1,617 shares of iShares Core S&P Small-Cap ETF worth $240K as of Q2 2026.
  • Beaumont Asset Management left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.09% of Beaumont Asset Management's portfolio in Q2 2026, its #75 holding.
  • Beaumont Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 3 quarters since.
  • Beaumont Asset Management's iShares Core S&P Small-Cap ETF position peaked at $1M in Q4 2019.
  • 898 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.