Balance Wealth, LLC's ownership history for IJR

Balance Wealth, LLC currently holds 7.7K shares with a market value of $924.9K. It started holding IJR on 2025-03-31. At its peak, it held 7.7K shares on 2025-12-31. Its highest holding value was $924.9K on 2025-12-31. 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 704.