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Moss Adams Wealth Advisors LLC: IJR position timeline

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

Moss Adams Wealth Advisors LLC held 37,898 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,898 shares
    Change vs previous 13F -8,149 shares

    0.35% of the 13F portfolio, value $5,620,653.

    13F-HR 0001661245-26-000004 filed by Moss Adams Wealth 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 46,047 shares
    Change vs previous 13F -121,537 shares

    0.42% of the 13F portfolio, value $5,724,105.

    13F-HR 0001661245-26-000002 filed by Moss Adams Wealth 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 167,584 shares
    Change vs previous 13F -684,575 shares

    1.46% of the 13F portfolio, value $20,140,192.

    13F-HR 0001661245-26-000001 filed by Moss Adams Wealth 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 852,159 shares
    Change vs previous 13F +91,552 shares

    7.9% of the 13F portfolio, value $101,262,088.

    13F-HR 0001661245-25-000006 filed by Moss Adams Wealth 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 760,607 shares
    Change vs previous 13F -73,248 shares

    7.55% of the 13F portfolio, value $83,126,783.

    13F-HR 0001661245-25-000004 filed by Moss Adams Wealth 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 833,855 shares
    Change vs previous 13F +48,580 shares

    9.18% of the 13F portfolio, value $87,196,248.

    13F-HR 0001661245-25-000003 filed by Moss Adams Wealth 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 785,275 shares
    Change vs previous 13F +8,741 shares

    9.56% of the 13F portfolio, value $90,479,361.

    13F-HR 0001661245-25-000001 filed by Moss Adams Wealth 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 776,534 shares
    Change vs previous 13F not available

    9.94% of the 13F portfolio, value $90,823,430.

    13F-HR 0001661245-24-000005 filed by Moss Adams Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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