ISHARES TR

Ticker: IJT CUSIP: 464287887 Class: S&P SML 600 GWT

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

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

Q4 2025
Shares 246,098 Value ($000) $34,739 Avg Close Range
Q3 2025
Shares 235,319 Value ($000) $33,298 Avg Close Range
Q2 2025
Shares 232,439 Value ($000) $30,924 Avg Close Range
Q1 2025
Shares 242,047 Value ($000) $30,135 Avg Close Range
Q4 2024
Shares 239,852 Value ($000) $32,469 Avg Close Range
Q3 2024
Shares 191,436 Value ($000) $26,703 Avg Close Range
Q2 2024
Shares 194,877 Value ($000) $25,028 Avg Close Range
Q1 2024
Shares 196,964 Value ($000) $25,749 Avg Close Range
Q4 2023
Shares 189,444 Value ($000) $23,707 Avg Close Range
Q3 2023
Shares 187,322 Value ($000) $20,546 Avg Close Range
Q2 2023
Shares 187,241 Value ($000) $21,520 Avg Close Range
Q1 2023
Shares 188,730 Value ($000) $20,749 Avg Close Range
Q4 2022
Shares 193,525 Value ($000) $20,914 Avg Close Range