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CWS Financial Advisors, LLC: IJR position timeline

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

CWS Financial Advisors, LLC held 119,020 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,020 shares
    Change vs previous 13F -26,821 shares

    3.92% of the 13F portfolio, value $17,651,802.

    13F-HR 0001104659-26-088541 filed by CWS Financial Advisors, LLC
    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 145,841 shares
    Change vs previous 13F -24,510 shares

    4.65% of the 13F portfolio, value $18,129,556.

    13F-HR 0001104659-26-049318 filed by CWS Financial 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 ended2025-12-31
    13F 170,351 shares
    Change vs previous 13F -3,143 shares

    5.56% of the 13F portfolio, value $20,472,773.

    13F-HR 0001104659-26-011365 filed by CWS Financial 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 ended2025-09-30
    13F 173,494 shares
    Change vs previous 13F -457 shares

    5.72% of the 13F portfolio, value $20,616,338.

    13F-HR 0001104659-25-106015 filed by CWS Financial 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 ended2025-06-30
    13F 173,951 shares
    Change vs previous 13F +2,305 shares

    5.53% of the 13F portfolio, value $19,011,126.

    13F-HR 0001104659-25-075641 filed by CWS Financial 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 ended2025-03-31
    13F 171,646 shares
    Change vs previous 13F +4,516 shares

    5.67% of the 13F portfolio, value $17,949,012.

    13F-HR 0001104659-25-047906 filed by CWS Financial 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 ended2024-12-31
    13F 167,130 shares
    Change vs previous 13F +2,670 shares

    6.23% of the 13F portfolio, value $19,256,716.

    13F-HR 0001104659-25-009042 filed by CWS Financial 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 ended2024-09-30
    13F 164,460 shares
    Change vs previous 13F not available

    6.81% of the 13F portfolio, value $19,235,226.

    13F-HR 0001104659-24-118471 filed by CWS Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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