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Twele Capital Management, Inc.: IJR position timeline

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

Twele Capital Management, Inc. held 166,290 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 166,290 shares
    Change vs previous 13F +359 shares

    3.74% of the 13F portfolio, value $22,622,059.

    13F-HR 0001411268-26-000006 filed by Twele Capital Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 165,931 shares
    Change vs previous 13F -7,667 shares

    4.02% of the 13F portfolio, value $24,609,191.

    13F-HR 0001411268-26-000004 filed by Twele Capital Management, Inc.
    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 173,598 shares
    Change vs previous 13F -1,381 shares

    3.85% of the 13F portfolio, value $21,579,938.

    13F-HR 0001411268-26-000003 filed by Twele Capital Management, Inc.
    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 174,979 shares
    Change vs previous 13F +2,340 shares

    3.76% of the 13F portfolio, value $21,028,948.

    13F-HR 0001411268-26-000002 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 172,639 shares
    Change vs previous 13F +2,459 shares

    3.79% of the 13F portfolio, value $20,514,664.

    13F-HR 0001411268-25-000009 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 170,180 shares
    Change vs previous 13F +1,101 shares

    3.69% of the 13F portfolio, value $18,598,946.

    13F-HR 0001411268-25-000006 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 169,079 shares
    Change vs previous 13F -156 shares

    3.75% of the 13F portfolio, value $17,680,566.

    13F-HR 0001411268-25-000004 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 169,235 shares
    Change vs previous 13F not available

    4.13% of the 13F portfolio, value $19,499,230.

    13F-HR 0001411268-25-000003 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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