Dougherty Wealth Advisers LLC's ownership history for IJR

Dougherty Wealth Advisers LLC currently holds 17.7K shares with a market value of $2.1M. It started holding IJR on 2024-09-30. At its peak, it held 20.4K shares on 2024-12-31. Its highest holding value was $2.4M on 2024-12-31. At its lowest, it held 16.6K shares on 2024-09-30, with a value of $1.9M on 2025-06-30. In the recent 180 days, Dougherty Wealth Advisers LLC has increased its shares by 0. In the recent year, Dougherty Wealth Advisers LLC has decreased its shares by 2.7K.