Whalen Wealth Management Inc.'s ownership history for IJR

Whalen Wealth Management Inc. currently holds 1.7K shares with a market value of $212.3K. It started holding IJR on 2025-09-30. At its peak, it held 1.8K shares on 2025-12-31. Its highest holding value was $215.5K on 2025-12-31. At its lowest, it held 1.7K shares on 2025-09-30, with a value of $202.1K on 2025-09-30. In the recent 180 days, Whalen Wealth Management Inc. has increased its shares by 8.