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Disclosery

MONEYWISE, INC.: IJR position timeline

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

MONEYWISE, INC. held 3,112 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,112 shares
    Change vs previous 13F +77 shares

    0.17% of the 13F portfolio, value $461,503.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, 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 3,035 shares
    Change vs previous 13F -1,221 shares

    0.16% of the 13F portfolio, value $377,220.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, 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 4,256 shares
    Change vs previous 13F -1,317 shares

    0.21% of the 13F portfolio, value $511,487.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, 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 5,573 shares
    Change vs previous 13F -1,102 shares

    0.3% of the 13F portfolio, value $662,195.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, 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 6,675 shares
    Change vs previous 13F +20 shares

    0.34% of the 13F portfolio, value $729,477.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, 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 6,655 shares
    Change vs previous 13F -15,700 shares

    0.37% of the 13F portfolio, value $695,886.

    13F-HR 0001754960-25-000237 filed by MONEYWISE, 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 22,355 shares
    Change vs previous 13F +14,684 shares

    1.29% of the 13F portfolio, value $2,575,797.

    13F-HR 0001754960-25-000070 filed by MONEYWISE, 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 7,671 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $897,242.

    13F-HR 0001754960-24-000522 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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