| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 49 | 112,637 | IWF, IWD, IJR, IBDV | 13F-HR | 10/23/2025 | 000195175725001190 |
| Q2 2025 | 46 | 103,851 | IWF, IWD, IJR, IBDV | 13F-HR | 7/28/2025 | 000195175725000978 |
| Q1 2025 | 44 | 94,084 | IWF, IWD, IJR, IBDV | 13F-HR | 5/14/2025 | 000195175725000559 |
| Q4 2024 | 45 | 98,835 | IWF, IWD, IJR, IBDV | 13F-HR | 3/21/2025 | 000195175725000284 |