Balance Wealth, LLC's ownership history for IJR

Balance Wealth, LLC currently holds 7.3K shares with a market value of $872.5K. It started holding IJR on 2025-03-31. At its peak, it held 7.3K shares on 2025-09-30. Its highest holding value was $872.5K on 2025-09-30. At its lowest, it held 7.0K shares on 2025-03-31, with a value of $727.7K on 2025-03-31. In the recent 180 days, Balance Wealth, LLC has increased its shares by 383.