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RITHOLTZ WEALTH MANAGEMENT: IJR position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 120,055 IJR 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 120,055 shares
    Change vs previous 13F -12,887 shares

    0.27% of the 13F portfolio, value $17,805,417.

    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 132,942 shares
    Change vs previous 13F -8,608 shares

    0.29% of the 13F portfolio, value $16,526,006.

    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 141,550 shares
    Change vs previous 13F -3,268 shares

    0.31% of the 13F portfolio, value $17,011,535.

    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 144,818 shares
    Change vs previous 13F +3,089 shares

    0.33% of the 13F portfolio, value $17,208,695.

    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 141,729 shares
    Change vs previous 13F +100,400 shares

    0.34% of the 13F portfolio, value $15,489,549.

    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 41,329 shares
    Change vs previous 13F +21,513 shares

    0.13% of the 13F portfolio, value $4,321,772.

    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 19,816 shares
    Change vs previous 13F +259 shares

    0.07% of the 13F portfolio, value $2,283,231.

    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 19,557 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,287,354.

    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).