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Aaron Wealth Advisors LLC: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aaron Wealth Advisors LLC on IJR, newest first. How the timeline and the estimate are built.

Aaron Wealth Advisors LLC held 16,346 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,346 shares
    Change vs previous 13F +4,852 shares

    0.11% of the 13F portfolio, value $2,223,775.

    13F-HR 0001172661-26-004505 filed by Aaron Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,494 shares
    Change vs previous 13F +778 shares

    0.09% of the 13F portfolio, value $1,704,772.

    13F-HR 0001172661-26-002640 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 10,716 shares
    Change vs previous 13F -3,003 shares

    0.08% of the 13F portfolio, value $1,332,196.

    13F-HR 0001172661-26-001518 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 13,719 shares
    Change vs previous 13F +31 shares

    0.09% of the 13F portfolio, value $1,648,770.

    13F-HR 0001172661-26-000232 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 13,688 shares
    Change vs previous 13F +23 shares

    0.1% of the 13F portfolio, value $1,626,664.

    13F-HR 0001172661-25-004156 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 13,665 shares
    Change vs previous 13F -894 shares

    0.15% of the 13F portfolio, value $1,493,466.

    13F-HR 0001172661-25-002506 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 14,559 shares
    Change vs previous 13F -1,598 shares

    0.17% of the 13F portfolio, value $1,522,415.

    13F-HR 0001172661-25-001544 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 16,157 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,861,633.

    13F-HR 0001172661-25-000198 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).