Beese Fulmer Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Beese Fulmer Investment 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
2025 Q3	$6.72M	Buy
2025 Q2	$6.12M	Buy
2022 Q1	–	Sell
2021 Q4	$203K	Buy
2021 Q2	–	Sell
2021 Q1	$204K	Buy
2020 Q3	–	Sell
2020 Q2	$86K	Buy