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CAPTRUST FINANCIAL ADVISORS: IYW position timeline

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

CAPTRUST FINANCIAL ADVISORS held 394,966 IYW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 394,966 shares
    Change vs previous 13F +92,260 shares

    0.15% of the 13F portfolio, value $99,622,361.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 302,706 shares
    Change vs previous 13F -3,002 shares

    0.1% of the 13F portfolio, value $54,904,199.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 305,708 shares
    Change vs previous 13F -15,056 shares

    0.12% of the 13F portfolio, value $61,043,737.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 320,764 shares
    Change vs previous 13F -20,232 shares

    0.13% of the 13F portfolio, value $62,824,763.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 340,996 shares
    Change vs previous 13F +1,422 shares

    0.13% of the 13F portfolio, value $59,084,431.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 339,574 shares
    Change vs previous 13F -5,513 shares

    0.12% of the 13F portfolio, value $47,689,789.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 345,087 shares
    Change vs previous 13F -17,709 shares

    0.16% of the 13F portfolio, value $55,048,214.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 362,796 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $55,007,142.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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