Ridgeline Wealth Planning, LLC's ownership history for IJR

Ridgeline Wealth Planning, LLC currently holds 6.1K shares with a market value of $734.7K. It started holding IJR on 2024-12-31. At its peak, it held 6.6K shares on 2025-06-30. Its highest holding value was $788.1K on 2025-09-30. At its lowest, it held 5.4K shares on 2025-03-31, with a value of $565.8K on 2025-03-31. In the recent 180 days, Ridgeline Wealth Planning, LLC has decreased its shares by 519. In the recent year, Ridgeline Wealth Planning, LLC has increased its shares by 515.