ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Beaton Management Co. Inc.'s Holding History (CIK: 0001714678)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,474 Value ($000) $1 Avg Close — Range —
Q3 2025
Shares 2,445 Value ($000) $1 Avg Close — Range —
Q2 2025
Shares 2,445 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 2,445 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 2,445 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 2,445 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 2,050 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 2,050 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 1,925 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 1,875 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 1,825 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 1,825 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 1,825 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 1,825 Value ($000) $301 Avg Close — Range —
Q2 2022
Shares 1,825 Value ($000) $309 Avg Close — Range —
Q1 2022
Shares 1,825 Value ($000) $375 Avg Close — Range —
Q4 2021
Shares 2,125 Value ($000) $473 Avg Close — Range —
Q3 2021
Shares 2,125 Value ($000) $465 Avg Close — Range —
Q2 2021
Shares 2,225 Value ($000) $510 Avg Close — Range —
Q1 2021
Shares 2,225 Value ($000) $492 Avg Close — Range —
Q4 2020
Shares 2,225 Value ($000) $436 Avg Close — Range —
Q3 2020
Shares 2,200 Value ($000) $330 Avg Close — Range —
Q2 2020
Shares 2,200 Value ($000) $315 Avg Close — Range —
Q1 2020
Shares 2,200 Value ($000) $252 Avg Close — Range —
Q4 2019
Shares 2,200 Value ($000) $364 Avg Close — Range —
Q3 2019
Shares 2,200 Value ($000) $333 Avg Close — Range —
Q2 2019
Shares 1,925 Value ($000) $299 Avg Close — Range —
Q1 2019
Shares 1,825 Value ($000) $279 Avg Close — Range —
Q4 2018
Shares 1,825 Value ($000) $244 Avg Close — Range —
Q3 2018
Shares 2,025 Value ($000) $341 Avg Close — Range —
Q2 2018
Shares 2,075 Value ($000) $340 Avg Close — Range —
Q1 2018
Shares 2,075 Value ($000) $315 Avg Close — Range —
Q4 2017
Shares 2,025 Value ($000) $309 Avg Close — Range —
Q3 2017
Shares 2,025 Value ($000) $300 Avg Close — Range —
Q2 2017
Shares 2,025 Value ($000) $285 Avg Close — Range —