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Boltwood Capital Management: IJR position timeline

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

Boltwood Capital Management held 55,771 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 55,771 shares
    Change vs previous 13F -840 shares

    1.71% of the 13F portfolio, value $7,587,087.

    13F-HR 0001563690-26-000005 filed by Boltwood Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 56,611 shares
    Change vs previous 13F -351 shares

    1.92% of the 13F portfolio, value $8,395,977.

    13F-HR 0001563690-26-000003 filed by Boltwood Capital Management
    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 56,962 shares
    Change vs previous 13F +341 shares

    1.81% of the 13F portfolio, value $7,080,946.

    13F-HR 0001563690-26-000002 filed by Boltwood Capital Management
    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 56,621 shares
    Change vs previous 13F +505 shares

    1.77% of the 13F portfolio, value $6,804,712.

    13F-HR 0001563690-26-000001 filed by Boltwood Capital Management
    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 56,116 shares
    Change vs previous 13F -295 shares

    1.78% of the 13F portfolio, value $6,668,264.

    13F-HR 0001563690-25-000008 filed by Boltwood Capital Management
    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 56,411 shares
    Change vs previous 13F -215 shares

    1.75% of the 13F portfolio, value $6,165,158.

    13F-HR 0001563690-25-000006 filed by Boltwood Capital Management
    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 56,626 shares
    Change vs previous 13F +580 shares

    1.8% of the 13F portfolio, value $5,921,381.

    13F-HR 0001563690-25-000005 filed by Boltwood Capital Management
    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 56,046 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $6,457,620.

    13F-HR 0001563690-25-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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