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Bell Investment Advisors, Inc: IJR position timeline

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

Bell Investment Advisors, Inc held 58,523 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,523 shares
    Change vs previous 13F -676 shares

    1.27% of the 13F portfolio, value $8,679,571.

    13F-HR 0001890149-26-000003 filed by Bell Investment 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 59,199 shares
    Change vs previous 13F -2,102 shares

    1.15% of the 13F portfolio, value $7,359,065.

    13F-HR 0001890149-26-000002 filed by Bell Investment 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 61,301 shares
    Change vs previous 13F -1,315 shares

    1.17% of the 13F portfolio, value $7,367,103.

    13F-HR 0001890149-26-000001 filed by Bell Investment 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 62,616 shares
    Change vs previous 13F -1,213 shares

    1.22% of the 13F portfolio, value $7,440,708.

    13F-HR 0001890149-25-000009 filed by Bell Investment 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 63,829 shares
    Change vs previous 13F -3,587 shares

    1.2% of the 13F portfolio, value $6,975,849.

    13F-HR 0001890149-25-000005 filed by Bell Investment 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 67,416 shares
    Change vs previous 13F -336 shares

    1.3% of the 13F portfolio, value $7,049,674.

    13F-HR 0001890149-25-000004 filed by Bell Investment 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 67,752 shares
    Change vs previous 13F -56 shares

    1.46% of the 13F portfolio, value $7,806,329.

    13F-HR 0001890149-25-000001 filed by Bell Investment 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 67,808 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $7,930,789.

    13F-HR 0001890149-24-000004 filed by Bell Investment Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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