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Ballew Advisors, Inc: IJR position timeline

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

Ballew Advisors, Inc held 52,121 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 52,121 shares
    Change vs previous 13F -382 shares

    3.59% of the 13F portfolio, value $7,219,840.

    13F-HR 0001580642-26-006728 filed by Ballew Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 52,503 shares
    Change vs previous 13F -450 shares

    3.97% of the 13F portfolio, value $7,690,569.

    13F-HR 0001580642-26-004238 filed by Ballew 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 ended2026-03-31
    13F 52,953 shares
    Change vs previous 13F -808 shares

    3.9% of the 13F portfolio, value $6,923,661.

    13F-HR 0001580642-26-002441 filed by Ballew 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 ended2025-12-31
    13F 53,761 shares
    Change vs previous 13F -2,537 shares

    3.83% of the 13F portfolio, value $6,801,796.

    13F-HR 0001580642-26-000257 filed by Ballew 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 ended2025-09-30
    13F 56,298 shares
    Change vs previous 13F +1,088 shares

    3.72% of the 13F portfolio, value $6,662,840.

    13F-HR 0001580642-25-006581 filed by Ballew 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 ended2025-06-30
    13F 55,210 shares
    Change vs previous 13F +1,645 shares

    3.71% of the 13F portfolio, value $6,243,145.

    13F-HR 0001580642-25-004115 filed by Ballew 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 ended2025-03-31
    13F 53,565 shares
    Change vs previous 13F +2,773 shares

    3.43% of the 13F portfolio, value $5,110,601.

    13F-HR 0001580642-25-002392 filed by Ballew 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 ended2024-12-31
    13F 50,792 shares
    Change vs previous 13F not available

    3.68% of the 13F portfolio, value $5,766,903.

    13F-HR 0001580642-25-000325 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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