FormulaFolio Investments, LLC: IJR position timeline

FormulaFolio Investments, LLC held 94,147 IJR shares at 2021-06-30 per its 13F-HR filed 2021-07-28.

the latest 13F is the newest step

1. period ended2021-06-30

   13F 94,147 shares

   Change vs previous 13F -3,527 shares

   3.55% of the 13F portfolio, value $10,637,000.

   13F-HR 0001062993-21-006783 filed by FormulaFolio Investments, LLC
   Filed 2021-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

2. period ended2021-03-31

   13F 97,674 shares

   Change vs previous 13F -811,840 shares

   3.49% of the 13F portfolio, value $10,721,000.

   13F-HR 0001062993-21-005116 filed by FormulaFolio Investments, LLC
   Filed 2021-05-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

3. period ended2020-12-31

   13F 909,514 shares

   Change vs previous 13F -31,084 shares

   1.75% of the 13F portfolio, value $83,584,000.

   13F-HR 0001062993-21-002148 filed by FormulaFolio Investments, LLC
   Filed 2021-03-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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

4. period ended2020-09-30

   13F 940,598 shares

   Change vs previous 13F +194,094 shares

   2.54% of the 13F portfolio, value $66,058,000.

   13F-HR 0001626982-20-000004 filed by FormulaFolio Investments, LLC
   Filed 2020-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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

5. period ended2020-06-30

   13F 746,504 shares

   Change vs previous 13F +123,930 shares

   2.08% of the 13F portfolio, value $50,979,000.

   13F-HR 0001626982-20-000003 filed by FormulaFolio Investments, LLC
   Filed 2020-08-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

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

6. period ended2020-03-31

   13F 622,574 shares

   Change vs previous 13F -377,958 shares

   1.87% of the 13F portfolio, value $34,933,000.

   13F-HR 0001626982-20-000002 filed by FormulaFolio Investments, LLC
   Filed 2020-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC

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

7. period ended2019-12-31

   13F 1,000,532 shares

   Change vs previous 13F +89,556 shares

   2.99% of the 13F portfolio, value $83,895,000.

   13F-HR 0001626982-20-000001 filed by FormulaFolio Investments, LLC
   Filed 2020-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:54:20 UTC

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

8. period ended2019-09-30

   13F 910,976 shares

   Change vs previous 13F not available

   2.74% of the 13F portfolio, value $70,910,000.

   13F-HR 0001626982-19-000005 filed by FormulaFolio Investments, LLC
   Filed 2019-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:06 UTC

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