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Disclosery

Brickley Wealth Management: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brickley Wealth Management on IWF, newest first. How the timeline and the estimate are built.

Brickley Wealth Management held 104,921 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,921 shares
    Change vs previous 13F +78,309 shares

    1.87% of the 13F portfolio, value $13,028,046.

    13F-HR 0001712533-26-000007 filed by Brickley Wealth Management
    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 26,612 shares
    Change vs previous 13F -437 shares

    1.95% of the 13F portfolio, value $11,347,374.

    13F-HR 0001712533-26-000005 filed by Brickley Wealth Management
    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 27,049 shares
    Change vs previous 13F -996 shares

    2.16% of the 13F portfolio, value $12,802,311.

    13F-HR 0001712533-26-000003 filed by Brickley Wealth Management
    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 28,045 shares
    Change vs previous 13F -288 shares

    2.29% of the 13F portfolio, value $13,136,578.

    13F-HR 0001712533-25-000018 filed by Brickley Wealth Management
    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 28,333 shares
    Change vs previous 13F -400 shares

    2.35% of the 13F portfolio, value $12,029,642.

    13F-HR 0001712533-25-000010 filed by Brickley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 28,733 shares
    Change vs previous 13F -432 shares

    2.15% of the 13F portfolio, value $10,375,214.

    13F-HR 0001712533-25-000008 filed by Brickley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 29,165 shares
    Change vs previous 13F -4,449 shares

    2.38% of the 13F portfolio, value $11,712,097.

    13F-HR 0001712533-25-000005 filed by Brickley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 33,614 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $12,618,039.

    13F-HR 0001712533-24-000017 filed by Brickley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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