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Disclosery

REBALANCE, LLC: IJR position timeline

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

REBALANCE, LLC held 409,017 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 409,017 shares
    Change vs previous 13F -15,513 shares

    3.18% of the 13F portfolio, value $60,661,269.

    13F-HR 0001811052-26-000007 filed by REBALANCE, 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 424,530 shares
    Change vs previous 13F +394 shares

    3.06% of the 13F portfolio, value $52,773,318.

    13F-HR 0001811052-26-000006 filed by REBALANCE, 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 424,136 shares
    Change vs previous 13F +7,450 shares

    2.98% of the 13F portfolio, value $50,972,627.

    13F-HR 0001811052-26-000002 filed by REBALANCE, 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 416,686 shares
    Change vs previous 13F -26 shares

    2.99% of the 13F portfolio, value $49,514,770.

    13F-HR 0001811052-25-000007 filed by REBALANCE, 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 416,712 shares
    Change vs previous 13F +35,872 shares

    3.09% of the 13F portfolio, value $45,542,472.

    13F-HR 0001811052-25-000006 filed by REBALANCE, 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 380,840 shares
    Change vs previous 13F +1,638 shares

    2.93% of the 13F portfolio, value $39,824,406.

    13F-HR 0001811052-25-000005 filed by REBALANCE, 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 379,202 shares
    Change vs previous 13F +1,890 shares

    3.27% of the 13F portfolio, value $43,691,687.

    13F-HR 0001811052-25-000002 filed by REBALANCE, 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 377,312 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $44,130,384.

    13F-HR 0001811052-24-000008 filed by REBALANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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