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

Beaumont Financial Advisors’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 		$4.21M Sell
28,414
-20
-0.1% -$2.75K 0.27% 68
2026
Q1 		$3.53M Sell
28,434
-2,935
-9% -$373K 0.24% 72
2025
Q4 		$3.77M Sell
31,369
-443
-1% -$53K 0.25% 65
2025
Q3 		$3.78M Buy
31,812
+288
+0.9% +$33.1K 0.25% 65
2025
Q2 		$3.45M Sell
31,524
-326
-1% -$33.7K 0.25% 65
2025
Q1 		$3.33M Sell
31,850
-2,608
-8% -$294K 0.26% 65
2024
Q4 		$3.97M Buy
34,458
+11,396
+49% +$1.36M 0.3% 61
2024
Q3 		$2.7M Buy
23,062
+156
+0.7% +$17.6K 0.21% 71
2024
Q2 		$2.44M Sell
22,906
-11
-0% -$1.18K 0.2% 76
2024
Q1 		$2.53M Sell
22,917
-354
-2% -$37.6K 0.21% 71
2023
Q4 		$2.52M Buy
23,271
+1,820
+8% +$175K 0.23% 66
2023
Q3 		$2.02M Buy
21,451
+1,215
+6% +$121K 0.2% 72
2023
Q2 		$2.02M Buy
20,236
+3,039
+18% +$289K 0.19% 81
2023
Q1 		$1.66M Buy
17,197
+527
+3% +$52.7K 0.17% 90
2022
Q4 		$1.58M Sell
16,670
-510
-3% -$48.9K 0.16% 94
2022
Q3 		$1.5M Buy
17,180
+2,419
+16% +$235K 0.14% 95
2022
Q2 		$1.36M Buy
14,761
+1,328
+10% +$132K 0.12% 106
2022
Q1 		$1.45M Sell
13,433
-792
-6% -$85.5K 0.11% 127
2021
Q4 		$1.63M Buy
14,225
+1,995
+16% +$227K 0.12% 115
2021
Q3 		$1.33M Buy
12,230
+300
+3% +$33K 0.1% 119
2021
Q2 		$1.35M Buy
11,930
+414
+4% +$46.2K 0.1% 120
2021
Q1 		$1.25M Sell
11,516
-535
-4% -$56K 0.11% 126
2020
Q4 		$1.11M Sell
12,051
-1,458
-11% -$120K 0.1% 129
2020
Q3 		$949K Sell
13,509
-489
-3% -$35K 0.09% 149
2020
Q2 		$956K Sell
13,998
-346
-2% -$21.8K 0.1% 137
2020
Q1 		$805K Sell
14,344
-9,266
-39% -$690K 0.1% 114
2019
Q4 		$1.98M Sell
23,610
-2,830
-11% -$228K 0.19% 91
2019
Q3 		$2.06M Buy
26,440
+2,732
+12% +$212K 0.21% 91
2019
Q2 		$1.86M Buy
23,708
+8,009
+51% +$622K 0.19% 84
2019
Q1 		$1.21M Buy
15,699
+6,819
+77% +$524K 0.13% 100
2018
Q4 		$616K Sell
8,880
-43,394
-83% -$3.35M 0.1% 112
2018
Q3 		$4.56M Buy
52,274
+43,554
+499% +$3.82M 0.45% 55
2018
Q2 		$728K Sell
8,720
-89
-1% -$7.25K 0.08% 105
2018
Q1 		$678K Buy
8,809
+1,854
+27% +$144K 0.08% 114
2017
Q4 		$534K Sell
6,955
-583
-8% -$44K 0.06% 117
2017
Q3 		$559K Sell
7,538
-2,043
-21% -$143K 0.07% 111
2017
Q2 		$672K Sell
9,581
-681
-7% -$47.2K 0.09% 105
2017
Q1 		$710K Buy
10,262
+1,016
+11% +$70.1K 0.1% 103
2016
Q4 		$635K Buy
9,246
+582
+7% +$37.5K 0.1% 90
2016
Q3 		$538K Sell
8,664
-92
-1% -$5.62K 0.09% 100
2016
Q2 		$508K Sell
8,756
-948
-10% -$54K 0.08% 97
2016
Q1 		$570K Sell
9,704
-354
-4% -$18.5K 0.09% 89
2015
Q4 		$553K Buy
10,058
+954
+10% +$53.8K 0.09% 76
2015
Q3 		$536K Hold
9,104
– – 0.08% 88
2015
Q2 		$536K Buy
9,104
+364
+4% +$21.5K 0.08% 88
2015
Q1 		$516K Sell
8,740
-592
-6% -$33.9K 0.02% 111
2014
Q4 		$532K Hold
9,332
– – 0.03% 111
2014
Q3 		$487K Hold
9,332
– – 0.03% 114
2014
Q2 		$523K Hold
9,332
– – 0.04% 121
2014
Q1 		$514K Sell
9,332
-160
-2% -$8.65K 0.04% 100
2013
Q4 		$518K Sell
9,492
-12
-0.1% -$627 0.04% 109
2013
Q3 		$474K Hold
9,504
– – 0.04% 110
2013
Q2 		$429K Buy
+9,504
New +$421K 0.04% 115

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Beaumont Financial Advisors's IJR Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.07% in Q2 2026, selling an estimated $2.75K and leaving 28,414 shares worth $4.21M. The position accounts for 0.27% of the portfolio, ranked #68.

Beaumont Financial Advisors first reported a position in IJR in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.56M in Q3 2018. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Beaumont Financial Advisors held 28,414 shares of iShares Core S&P Small-Cap ETF worth $4.21M as of Q2 2026.
  • Beaumont Financial Advisors sold 20 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $2.75K.
  • iShares Core S&P Small-Cap ETF made up 0.27% of Beaumont Financial Advisors's portfolio in Q2 2026, its #68 holding.
  • Beaumont Financial Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • Beaumont Financial Advisors's iShares Core S&P Small-Cap ETF position peaked at $4.56M in Q3 2018.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.