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Certus Wealth Management, LLC: IYW position timeline

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

Certus Wealth Management, LLC held 4,883 IYW shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 4,883 shares
    Change vs previous 13F -11,820 shares

    0.57% of the 13F portfolio, value $956,384.

    13F-HR 0001765380-25-000447 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 16,703 shares
    Change vs previous 13F -1,102 shares

    1.86% of the 13F portfolio, value $2,894,129.

    13F-HR 0001765380-25-000265 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 17,805 shares
    Change vs previous 13F +1,863 shares

    1.88% of the 13F portfolio, value $2,764,404.

    13F-HR 0001765380-25-000223 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 15,942 shares
    Change vs previous 13F -454 shares

    1.74% of the 13F portfolio, value $2,593,126.

    13F-HR 0001765380-25-000072 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 16,396 shares
    Change vs previous 13F +10,318 shares

    1.73% of the 13F portfolio, value $2,485,962.

    13F-HR 0001765380-24-000435 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 6,078 shares
    Change vs previous 13F +19 shares

    0.69% of the 13F portfolio, value $914,739.

    13F-HR 0001765380-24-000261 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 6,059 shares
    Change vs previous 13F +216 shares

    0.64% of the 13F portfolio, value $800,818.

    13F-HR 0001765380-24-000188 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F/A 5,843 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $717,228.

    13F-HR/A 0001765380-24-000101 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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