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

Beaumont Financial Advisors’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 Q1	$36.1M	Buy	249,133 +3,035	+1%	+$450K	2.48%	8
2025 Q4	$34.7M	Buy	246,098 +10,779	+5%	+$1.53M	2.29%	11
2025 Q3	$33.3M	Buy	235,319 +2,880	+1%	+$397K	2.23%	12
2025 Q2	$30.9M	Sell	232,439 -9,608	-4%	-$1.2M	2.24%	12
2025 Q1	$30.1M	Buy	242,047 +2,195	+0.9%	+$294K	2.36%	10
2024 Q4	$32.5M	Buy	239,852 +48,416	+25%	+$6.85M	2.44%	9
2024 Q3	$26.7M	Sell	191,436 -3,441	-2%	-$464K	2.09%	11
2024 Q2	$25M	Sell	194,877 -2,087	-1%	-$267K	2%	11
2024 Q1	$25.7M	Buy	196,964 +7,520	+4%	+$938K	2.12%	11
2023 Q4	$23.7M	Buy	189,444 +2,122	+1%	+$238K	2.16%	11
2023 Q3	$20.5M	Buy	187,322 +81	+0%	+$9.34K	2.05%	12
2023 Q2	$21.5M	Sell	187,241 -1,489	-0.8%	-$163K	1.99%	15
2023 Q1	$20.7M	Sell	188,730 -4,795	-2%	-$541K	2.1%	11
2022 Q4	$20.9M	Sell	193,525 -6,451	-3%	-$709K	2.1%	11
2022 Q3	$20.3M	Sell	199,976 -1,093	-0.5%	-$123K	1.95%	14
2022 Q2	$21.2M	Buy	201,069 +34,779	+21%	+$3.94M	1.9%	10
2022 Q1	$20.8M	Sell	166,290 -10,908	-6%	-$1.38M	1.58%	15
2021 Q4	$24.6M	Buy	177,198 +7,327	+4%	+$997K	1.78%	15
2021 Q3	$22.1M	Sell	169,871 -4,628	-3%	-$610K	1.7%	16
2021 Q2	$23.1M	Sell	174,499 -1,678	-1%	-$218K	1.76%	14
2021 Q1	$22.6M	Sell	176,177 -105,324	-37%	-$13.4M	1.91%	12
2020 Q4	$32.1M	Sell	281,501 -31,301	-10%	-$3.19M	2.85%	4
2020 Q3	$27.6M	Buy	312,802 +10,920	+4%	+$977K	2.64%	5
2020 Q2	$25.6M	Sell	301,882 -18,610	-6%	-$1.45M	2.68%	3
2020 Q1	$22.1M	Sell	320,492 -41,888	-12%	-$3.7M	2.79%	8
2019 Q4	$35M	Sell	362,380 -550	-0.2%	-$50.8K	3.45%	2
2019 Q3	$32.4M	Buy	362,930 +6,782	+2%	+$612K	3.23%	2
2019 Q2	$32.5M	Buy	356,148 +1,074	+0.3%	+$96.5K	3.36%	1
2019 Q1	$31.7M	Buy	355,074 +14,148	+4%	+$1.25M	3.4%	1
2018 Q4	$27.5M	Sell	340,926 -13,782	-4%	-$1.23M	4.49%	2
2018 Q3	$35.8M	Buy	354,708 +10,880	+3%	+$1.09M	3.57%	1
2018 Q2	$32.5M	Sell	343,828 -1,350	-0.4%	-$124K	3.44%	9
2018 Q1	$30M	Buy	345,178 +8,516	+3%	+$742K	3.35%	8
2017 Q4	$28.6M	Buy	336,662 +2,762	+0.8%	+$231K	3.36%	3
2017 Q3	$27.5M	Sell	333,900 -2,900	-0.9%	-$226K	3.43%	3
2017 Q2	$26.3M	Sell	336,800 -3,926	-1%	-$302K	3.41%	3
2017 Q1	$26.1M	Buy	340,726 +32,048	+10%	+$2.43M	3.57%	3
2016 Q4	$23.2M	Buy	308,678 +1,822	+0.6%	+$128K	3.5%	3
2016 Q3	$21M	Buy	306,856 +36,346	+13%	+$2.45M	3.33%	3
2016 Q2	$17.4M	Buy	270,510 +13,004	+5%	+$818K	2.85%	5
2016 Q1	$16.8M	Sell	257,506 -17,478	-6%	-$1.02M	2.72%	8
2015 Q4	$17.1M	Buy	274,984 +7,144	+3%	+$453K	2.82%	6
2015 Q3	$17.5M	Hold	267,840	–	–	2.54%	2
2015 Q2	$17.5M	Sell	267,840 -670	-0.2%	-$43.7K	2.54%	2
2015 Q1	$17.5M	Sell	268,510 -366	-0.1%	-$22.9K	0.61%	41
2014 Q4	$16.5M	Sell	268,876 -2,332	-0.9%	-$137K	0.79%	42
2014 Q3	$15.3M	Sell	271,208 -21,958	-7%	-$1.28M	1%	41
2014 Q2	$17.7M	Sell	293,166 -20,438	-7%	-$1.19M	1.26%	33
2014 Q1	$18.7M	Sell	313,604 -31,476	-9%	-$1.85M	1.53%	21
2013 Q4	$20.5M	Sell	345,080 -4,700	-1%	-$268K	1.68%	22
2013 Q3	$19M	Buy	349,780 +111,288	+47%	+$5.81M	1.68%	19
2013 Q2	$11.5M	Buy	+238,492	New	+$11.3M	1.07%	33