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Ally Invest Advisors Inc.: IJR position timeline

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

Ally Invest Advisors Inc. held 410,725 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 410,725 shares
    Change vs previous 13F -1,351 shares

    3.68% of the 13F portfolio, value $60,914,390.

    13F-HR 0001706013-26-000007 filed by Ally Invest Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 412,076 shares
    Change vs previous 13F +13,937 shares

    3.45% of the 13F portfolio, value $51,224,821.

    13F-HR 0001706013-26-000004 filed by Ally Invest Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 398,139 shares
    Change vs previous 13F +9,108 shares

    3.3% of the 13F portfolio, value $47,848,051.

    13F-HR 0001706013-26-000002 filed by Ally Invest Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 389,031 shares
    Change vs previous 13F +10,058 shares

    3.32% of the 13F portfolio, value $46,228,268.

    13F-HR 0001706013-25-000009 filed by Ally Invest Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 378,973 shares
    Change vs previous 13F +28,477 shares

    3.23% of the 13F portfolio, value $41,417,664.

    13F-HR 0001706013-25-000007 filed by Ally Invest Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 350,496 shares
    Change vs previous 13F +8,948 shares

    3.14% of the 13F portfolio, value $36,651,070.

    13F-HR 0001706013-25-000004 filed by Ally Invest Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 341,548 shares
    Change vs previous 13F +11,704 shares

    3.41% of the 13F portfolio, value $39,352,847.

    13F-HR 0001706013-25-000002 filed by Ally Invest Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 329,844 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $38,578,584.

    13F-HR 0001706013-24-000008 filed by Ally Invest Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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