Ashton Thomas Private Wealth, LLC: IWY position timeline

Ashton Thomas Private Wealth, LLC held 8,926 IWY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 8,926 shares

   Change vs previous 13F -2,396 shares

   0.05% of the 13F portfolio, value $2,594,110.

   13F-HR 0001398344-26-012966 filed by Ashton Thomas Private Wealth, LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 11,322 shares

   Change vs previous 13F -1,133 shares

   0.07% of the 13F portfolio, value $2,817,355.

   13F-HR 0001398344-26-008859 filed by Ashton Thomas Private Wealth, LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 12,455 shares

   Change vs previous 13F -6,749 shares

   0.08% of the 13F portfolio, value $3,449,235.

   13F-HR 0001398344-26-001588 filed by Ashton Thomas Private Wealth, LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 19,204 shares

   Change vs previous 13F +3,353 shares

   0.14% of the 13F portfolio, value $5,255,074.

   13F-HR 0001398344-25-020324 filed by Ashton Thomas Private Wealth, LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 15,851 shares

   Change vs previous 13F not available

   0.14% of the 13F portfolio, value $3,907,393.

   13F-HR 0001398344-25-014273 filed by Ashton Thomas Private Wealth, LLC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).