Beaumont Financial Partners »

iShares S&P SmallCap 600 Index shares owned by Beaumont Financial Partners

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Beaumont Financial Partners from 13F filings

Historical chart of Beaumont Financial Partners investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Beaumont Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Beaumont Financial Partners

Quarter filed Position value Share count Share price at filing
2022-09-30 $1.5M 17k 87.19
2022-06-30 $1.4M 15k 92.41
2022-03-31 $1.4M 13k 107.87
2021-12-31 $1.6M 14k 114.52
2021-09-30 $1.3M 12k 109.16
2021-06-30 $1.3M 12k 112.99
2021-03-31 $1.2M 12k 108.54
2020-12-31 $1.1M 12k 91.94
2020-09-30 $949k 14k 70.25
2020-06-30 $956k 14k 68.30
2020-03-31 $805k 14k 56.12
2019-12-31 $2.0M 24k 83.82
2019-09-30 $2.1M 26k 77.84
2019-06-30 $1.9M 24k 78.29
2019-03-31 $1.2M 16k 77.14
2018-12-31 $616k 8.9k 69.37
2018-09-30 $4.6M 52k 87.23
2018-06-30 $728k 8.7k 83.49
2018-03-31 $678k 8.8k 76.97
2017-12-31 $534k 7.0k 76.78
2017-09-30 $559k 7.5k 74.16
2017-06-30 $672k 9.6k 70.14
2017-03-31 $710k 10k 69.19
2016-12-31 $635k 4.6k 137.36
2016-09-30 $538k 4.3k 124.19
2016-06-30 $508k 4.4k 116.03
2016-03-31 $570k 4.9k 117.48
2015-12-31 $553k 5.0k 109.96
2015-09-30 $536k 4.6k 117.75
2015-06-30 $536k 4.6k 117.75
2015-03-31 $516k 4.4k 118.08
2014-12-31 $532k 4.7k 114.02
2014-09-30 $487k 4.7k 104.37
2014-06-30 $523k 4.7k 112.09
2014-03-31 $514k 4.7k 110.16
2013-12-31 $518k 4.7k 109.14
2013-09-30 $474k 4.8k 99.75
2013-06-30 $429k 4.8k 90.28
2013-03-31 $389k 4.5k 87.01
2012-09-30 $249k 3.2k 76.92
2012-06-30 $230k 3.1k 73.23

More positions owned by Beaumont Financial Partners

Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p Md Cap (IJH)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded Us Qualty Fctr (JQUA)
McDonald's Corporation (MCD)
Lowe's Companies (LOW)
Amazon (AMZN)
Ishares Tr S&P SML 600 GRTH (IJT)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)

View all positions for Beaumont Financial Partners

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
FMR
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
LPL Financial
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index