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Boulay Financial Advisors, LLC: IWY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Boulay Financial Advisors, LLC on IWY, newest first. How the timeline and the estimate are built.

Boulay Financial Advisors, LLC held 617,030 IWY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 617,030 shares
    Change vs previous 13F +6,949 shares

    16.6% of the 13F portfolio, value $179,321,333.

    13F-HR 0002056342-26-000003 filed by Boulay Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 610,081 shares
    Change vs previous 13F +20,929 shares

    17.42% of the 13F portfolio, value $151,812,565.

    13F-HR 0002056342-26-000002 filed by Boulay Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 589,152 shares
    Change vs previous 13F +16,947 shares

    19.18% of the 13F portfolio, value $163,159,808.

    13F-HR 0002056342-26-000001 filed by Boulay Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 572,205 shares
    Change vs previous 13F -14,072 shares

    21.98% of the 13F portfolio, value $156,584,008.

    13F-HR 0002056342-25-000007 filed by Boulay Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 586,277 shares
    Change vs previous 13F not available

    21.8% of the 13F portfolio, value $144,523,208.

    13F-HR/A 0002056342-25-000008 filed by Boulay Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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