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Disclosery

New World Advisors LLC: IJR position timeline

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

New World Advisors LLC held 53,684 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,684 shares
    Change vs previous 13F +768 shares

    1.35% of the 13F portfolio, value $7,961,926.

    13F-HR 0001951757-26-001240 filed by New World 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/A 52,916 shares
    Change vs previous 13F -10,949 shares

    1.16% of the 13F portfolio, value $6,578,036.

    13F-HR/A 0001951757-26-000739 filed by New World 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 63,865 shares
    Change vs previous 13F +1,066 shares

    1.31% of the 13F portfolio, value $7,675,313.

    13F-HR 0001951757-26-000387 filed by New World 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 62,799 shares
    Change vs previous 13F +2,239 shares

    1.37% of the 13F portfolio, value $7,462,390.

    13F-HR 0001951757-25-001298 filed by New World 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 60,560 shares
    Change vs previous 13F +227 shares

    1.41% of the 13F portfolio, value $6,618,594.

    13F-HR 0001951757-25-001064 filed by New World 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 60,333 shares
    Change vs previous 13F +58,013 shares

    1.43% of the 13F portfolio, value $6,309,030.

    13F-HR 0001951757-25-000437 filed by New World 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 2,320 shares
    Change vs previous 13F +318 shares

    0.06% of the 13F portfolio, value $267,272.

    13F-HR 0001951757-25-000181 filed by New World 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 2,002 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $234,200.

    13F-HR 0001951757-24-001125 filed by New World Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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