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RITHOLTZ WEALTH MANAGEMENT: IEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RITHOLTZ WEALTH MANAGEMENT on IEF, newest first. How the timeline and the estimate are built.

RITHOLTZ WEALTH MANAGEMENT held 167,289 IEF shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 167,289 shares
    Change vs previous 13F +2,394 shares

    0.24% of the 13F portfolio, value $15,820,495.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    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 164,895 shares
    Change vs previous 13F -9,159 shares

    0.27% of the 13F portfolio, value $15,737,533.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    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 174,054 shares
    Change vs previous 13F +19,781 shares

    0.31% of the 13F portfolio, value $16,737,031.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    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 154,273 shares
    Change vs previous 13F +6,163 shares

    0.29% of the 13F portfolio, value $14,881,193.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    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 148,110 shares
    Change vs previous 13F +3,438 shares

    0.31% of the 13F portfolio, value $14,184,480.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    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 144,672 shares
    Change vs previous 13F +17,233 shares

    0.41% of the 13F portfolio, value $13,797,347.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    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 127,439 shares
    Change vs previous 13F +2,024 shares

    0.35% of the 13F portfolio, value $11,781,744.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    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 125,415 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $12,305,764.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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