RKL Wealth Management LLC: IJR position timeline

RKL Wealth Management LLC held 380,816 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 380,816 shares

   Change vs previous 13F -1,383 shares

   4.5% of the 13F portfolio, value $56,478,860.

   13F-HR 0001604723-26-000003 filed by RKL Wealth Management LLC
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 382,199 shares

   Change vs previous 13F -29,493 shares

   4.28% of the 13F portfolio, value $47,511,194.

   13F-HR 0001604723-26-000002 filed by RKL Wealth Management LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 411,692 shares

   Change vs previous 13F -2,641 shares

   4.06% of the 13F portfolio, value $49,477,185.

   13F-HR 0001604723-26-000001 filed by RKL Wealth Management LLC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 414,333 shares

   Change vs previous 13F -1,864 shares

   4.2% of the 13F portfolio, value $49,235,172.

   13F-HR 0001604723-25-000003 filed by RKL Wealth Management LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 416,197 shares

   Change vs previous 13F +9,187 shares

   4% of the 13F portfolio, value $45,486,122.

   13F-HR 0001085146-25-003973 filed by RKL Wealth Management LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 407,010 shares

   Change vs previous 13F +18,652 shares

   4.01% of the 13F portfolio, value $42,560,996.

   13F-HR 0001085146-25-002364 filed by RKL Wealth Management LLC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 388,358 shares

   Change vs previous 13F +14,130 shares

   3.98% of the 13F portfolio, value $44,746,586.

   13F-HR 0001085146-25-000869 filed by RKL Wealth Management LLC
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 374,228 shares

   Change vs previous 13F not available

   3.96% of the 13F portfolio, value $43,769,730.

   13F-HR 0001085146-24-005308 filed by RKL Wealth Management LLC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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