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SHEETS SMITH WEALTH MANAGEMENT: IJR position timeline

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

SHEETS SMITH WEALTH MANAGEMENT held 37,837 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,837 shares
    Change vs previous 13F -803 shares

    0.56% of the 13F portfolio, value $5,611,602.

    13F-HR 0001398344-26-012106 filed by SHEETS SMITH 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 38,640 shares
    Change vs previous 13F +646 shares

    0.54% of the 13F portfolio, value $4,803,326.

    13F-HR 0001398344-26-006590 filed by SHEETS SMITH 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 37,994 shares
    Change vs previous 13F +353 shares

    0.5% of the 13F portfolio, value $4,566,102.

    13F-HR 0001398344-26-000857 filed by SHEETS SMITH 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 37,641 shares
    Change vs previous 13F -515 shares

    0.51% of the 13F portfolio, value $4,472,848.

    13F-HR 0001398344-25-019206 filed by SHEETS SMITH 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 38,156 shares
    Change vs previous 13F +505 shares

    0.49% of the 13F portfolio, value $4,170,029.

    13F-HR 0001398344-25-013145 filed by SHEETS SMITH 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 37,651 shares
    Change vs previous 13F -3,176 shares

    0.49% of the 13F portfolio, value $3,937,116.

    13F-HR 0001398344-25-007527 filed by SHEETS SMITH 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 40,827 shares
    Change vs previous 13F -492 shares

    0.57% of the 13F portfolio, value $4,704,139.

    13F-HR 0001398344-25-000761 filed by SHEETS SMITH 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 41,319 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $4,832,693.

    13F-HR 0001398344-24-019807 filed by SHEETS SMITH WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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