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Disclosery

Sherman Wealth Management LLC: IJR position timeline

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

Sherman Wealth Management LLC held 12,634 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,634 shares
    Change vs previous 13F 0 shares

    1.41% of the 13F portfolio, value $1,873,819.

    13F-HR 0001754960-26-000852 filed by Sherman Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,634 shares
    Change vs previous 13F +156 shares

    1.41% of the 13F portfolio, value $1,873,819.

    13F-HR 0001754960-26-000444 filed by Sherman Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 12,478 shares
    Change vs previous 13F -174 shares

    1.33% of the 13F portfolio, value $1,551,190.

    13F-HR 0001754960-26-000218 filed by Sherman Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 12,652 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $1,520,536.

    13F-HR/A 0001754960-26-000063 filed by Sherman Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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