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iShares S&P SmallCap 600 Index shares owned by Beaton Management

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

Historical chart of Beaton Management 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 Beaton Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Beaton Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $242k 2.0k 118.69
2025-06-30 $237k 2.2k 109.52
2025-03-31 $229k 2.2k 104.61
2024-12-31 $252k 2.2k 115.12
2024-09-30 $256k 2.2k 116.95
2024-03-31 $242k 2.2k 110.55
2023-12-31 $237k 2.2k 108.27
2023-09-30 $206k 2.2k 94.11

More positions owned by Beaton Management

Nvidia Corp Common (NVDA)
Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Jpmorgan Chase & Co Common (JPM)
Meta Platforms Inc Cl A Common (META)
O Reilly Automotive Common (ORLY)
Amazon.com Common (AMZN)
Exxon Mobil Corp Common (XOM)
Toronto Dominion Bk Common (TD)
Lilly Eli & Co Common (LLY)
Berkshire Hathaway Common (BRK.A)
Procter & Gamble Common (PG)
Bank Of Amer Corp Common (BAC)
Invesco Qqq Trust Etf Etf (QQQ)
Johnson & Johnson Common (JNJ)

View all positions for Beaton Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index