Modern Wealth Management, LLC's ownership history for IJR

Modern Wealth Management, LLC currently holds 122.4K shares with a market value of $14.7M. It started holding IJR on 2024-09-30. At its peak, it held 126.2K shares on 2025-06-30. Its highest holding value was $14.7M on 2025-12-31. At its lowest, it held 30.4K shares on 2024-09-30, with a value of $3.6M on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has decreased its shares by 3.8K. In the recent year, Modern Wealth Management, LLC has increased its shares by 91.8K.