Total Wealth Planning, LLC's ownership history for IJR

Total Wealth Planning, LLC currently holds 6.8K shares with a market value of $803.8K. It started holding IJR on 2024-09-30. At its peak, it held 6.8K shares on 2025-09-30. Its highest holding value was $803.8K on 2025-09-30. At its lowest, it held 6.3K shares on 2025-06-30, with a value of $671.1K on 2025-03-31. In the recent 180 days, Total Wealth Planning, LLC has increased its shares by 346. In the recent year, Total Wealth Planning, LLC has increased its shares by 323.