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ZACKS INVESTMENT MANAGEMENT: IWR position timeline

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

ZACKS INVESTMENT MANAGEMENT held 16,423 IWR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,423 shares
    Change vs previous 13F +3,267 shares

    0.01% of the 13F portfolio, value $1,811,850.

    13F-HR 0001172661-26-003391 filed by ZACKS INVESTMENT 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 13,156 shares
    Change vs previous 13F -97,237 shares

    0.01% of the 13F portfolio, value $1,279,117.

    13F-HR 0001172661-26-001904 filed by ZACKS INVESTMENT 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 110,393 shares
    Change vs previous 13F +98,704 shares

    0.08% of the 13F portfolio, value $10,627,523.

    13F-HR 0001172661-26-000942 filed by ZACKS INVESTMENT 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 11,689 shares
    Change vs previous 13F -961 shares

    0.01% of the 13F portfolio, value $1,128,581.

    13F-HR 0001172661-25-005127 filed by ZACKS INVESTMENT 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 12,650 shares
    Change vs previous 13F -8,804 shares

    0.01% of the 13F portfolio, value $1,163,378.

    13F-HR 0001172661-25-003061 filed by ZACKS INVESTMENT 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 21,454 shares
    Change vs previous 13F -33,367 shares

    0.02% of the 13F portfolio, value $1,825,061.

    13F-HR 0001172661-25-001873 filed by ZACKS INVESTMENT 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 54,821 shares
    Change vs previous 13F +42,428 shares

    0.04% of the 13F portfolio, value $4,846,183.

    13F-HR 0001172661-25-000838 filed by ZACKS INVESTMENT 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 12,393 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,092,313.

    13F-HR 0001172661-24-004993 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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