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Ballew Advisors, Inc: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ballew Advisors, Inc on IYW, newest first. How the timeline and the estimate are built.

Ballew Advisors, Inc held 11,076 IYW shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,076 shares
    Change vs previous 13F -462 shares

    1.48% of the 13F portfolio, value $2,987,206.

    13F-HR 0001580642-26-006728 filed by Ballew Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,538 shares
    Change vs previous 13F +2 shares

    1.45% of the 13F portfolio, value $2,809,301.

    13F-HR 0001580642-26-004238 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 11,536 shares
    Change vs previous 13F -256 shares

    1.26% of the 13F portfolio, value $2,233,741.

    13F-HR 0001580642-26-002441 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,792 shares
    Change vs previous 13F -383 shares

    1.34% of the 13F portfolio, value $2,380,867.

    13F-HR 0001580642-26-000257 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 12,175 shares
    Change vs previous 13F -79 shares

    1.32% of the 13F portfolio, value $2,370,774.

    13F-HR 0001580642-25-006581 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 12,254 shares
    Change vs previous 13F +186 shares

    1.28% of the 13F portfolio, value $2,150,690.

    13F-HR 0001580642-25-004115 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 12,068 shares
    Change vs previous 13F -285 shares

    1.1% of the 13F portfolio, value $1,637,591.

    13F-HR 0001580642-25-002392 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 12,353 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $1,933,935.

    13F-HR 0001580642-25-000325 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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