BALANCED WEALTH GROUP LLC's ownership history for IJR

BALANCED WEALTH GROUP LLC currently holds 25.5K shares with a market value of $3.0M. It started holding IJR on 2024-09-30. At its peak, it held 29.4K shares on 2024-09-30. Its highest holding value was $3.4M on 2024-09-30. At its lowest, it held 25.5K shares on 2025-06-30, with a value of $2.8M on 2025-06-30. In the recent 180 days, BALANCED WEALTH GROUP LLC has increased its shares by 3. In the recent year, BALANCED WEALTH GROUP LLC has decreased its shares by 3.0K.