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Beaumont Asset Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Beaumont Asset Management’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.78M Sell
9,944
-71
-0.7% -$11.5K 0.69% 30
2026
Q1 		$1.45M Buy
10,015
+42
+0.4% +$6.23K 0.65% 33
2025
Q4 		$1.41M Sell
9,973
-295
-3% -$41.8K 0.7% 30
2025
Q3 		$1.45M Sell
10,268
-213
-2% -$29.4K 0.73% 30
2025
Q2 		$1.39M Sell
10,481
-58
-0.6% -$7.27K 0.75% 27
2025
Q1 		$1.31M Buy
10,539
+28
+0.3% +$3.75K 0.79% 25
2024
Q4 		$1.42M Sell
10,511
-304
-3% -$43K 0.82% 23
2024
Q3 		$1.51M Sell
10,815
-213
-2% -$28.7K 0.88% 23
2024
Q2 		$1.42M Buy
11,028
+4
+0% +$512 0.91% 20
2024
Q1 		$1.44M Sell
11,024
-349
-3% -$43.6K 0.96% 19
2023
Q4 		$1.42M Buy
11,373
+7,875
+225% +$883K 1% 18
2023
Q3 		$384K Buy
+3,498
New +$403K 0.32% 53
2020
Q1 		– Sell
-11,602
Closed -$1.12M – 61
2019
Q4 		$1.12M Buy
+11,602
New +$1.07M 1.07% 28

Other funds holding IJT

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $181M AUM 24.12% 1-Year Est. Return

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

Beaumont Asset Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.71% in Q2 2026, selling an estimated $11.5K and leaving 9,944 shares worth $1.78M. The position accounts for 0.69% of the portfolio, ranked #30.

Beaumont Asset Management first reported a position in IJT in Q4 2019 and has held it in 13 quarters since. 222 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Beaumont Asset Management held 9,944 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.78M as of Q2 2026.
  • Beaumont Asset Management sold 71 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $11.5K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.69% of Beaumont Asset Management's portfolio in Q2 2026, its #30 holding.
  • Beaumont Asset Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 13 quarters since.
  • 222 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

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