Beaumont Financial Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.78M | Buy |
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|
2025
Q2 | $3.45M | Sell |
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|
2025
Q1 | $3.33M | Sell |
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|
2024
Q4 | $3.97M | Buy |
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|
2024
Q3 | $2.7M | Buy |
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|
2024
Q2 | $2.44M | Sell |
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|
2024
Q1 | $2.53M | Sell |
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|
2023
Q4 | $2.52M | Buy |
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|
2023
Q3 | $2.02M | Buy |
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|
2023
Q2 | $2.02M | Buy |
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|
2023
Q1 | $1.66M | Buy |
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|
2022
Q4 | $1.58M | Sell |
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|
2022
Q3 | $1.5M | Buy |
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|
2022
Q2 | $1.36M | Buy |
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|
2022
Q1 | $1.45M | Sell |
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|
2021
Q4 | $1.63M | Buy |
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|
2021
Q3 | $1.33M | Buy |
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|
2021
Q2 | $1.35M | Buy |
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|
2021
Q1 | $1.25M | Sell |
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|
2020
Q4 | $1.11M | Sell |
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|
2020
Q3 | $949K | Sell |
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|
2020
Q2 | $956K | Sell |
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|
2020
Q1 | $805K | Sell |
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|
2019
Q4 | $1.98M | Sell |
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|
2019
Q3 | $2.06M | Buy |
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|
2019
Q2 | $1.86M | Buy |
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|
2019
Q1 | $1.21M | Buy |
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|
2018
Q4 | $616K | Sell |
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|
2018
Q3 | $4.56M | Buy |
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|
2018
Q2 | $728K | Sell |
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|
2018
Q1 | $678K | Buy |
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|
2017
Q4 | $534K | Sell |
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|
2017
Q3 | $559K | Sell |
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|
2017
Q2 | $672K | Sell |
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|
2017
Q1 | $710K | Buy |
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|
2016
Q4 | $635K | Buy |
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|
2016
Q3 | $538K | Sell |
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|
2016
Q2 | $508K | Sell |
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|
2016
Q1 | $570K | Sell |
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|
2015
Q4 | $553K | Buy |
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|
2015
Q3 | $536K | Hold |
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|
2015
Q2 | $536K | Buy |
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|
2015
Q1 | $516K | Sell |
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|
2014
Q4 | $532K | Hold |
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|
2014
Q3 | $487K | Hold |
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|
2014
Q2 | $523K | Hold |
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|
2014
Q1 | $514K | Sell |
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|
2013
Q4 | $518K | Sell |
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|
2013
Q3 | $474K | Hold |
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|
2013
Q2 | $429K | Buy |
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