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Clarus Wealth Advisors: IYT position timeline

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

Clarus Wealth Advisors held 30,095 IYT shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,095 shares
    Change vs previous 13F +2,885 shares

    1% of the 13F portfolio, value $2,605,926.

    13F-HR 0001730149-26-000003 filed by Clarus Wealth 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 27,210 shares
    Change vs previous 13F +1,845 shares

    0.88% of the 13F portfolio, value $2,052,995.

    13F-HR 0001730149-26-000002 filed by Clarus Wealth 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 25,365 shares
    Change vs previous 13F +739 shares

    0.81% of the 13F portfolio, value $1,965,027.

    13F-HR 0001730149-26-000001 filed by Clarus Wealth 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 24,626 shares
    Change vs previous 13F -35 shares

    0.79% of the 13F portfolio, value $1,778,736.

    13F-HR 0001730149-25-000005 filed by Clarus Wealth 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 24,661 shares
    Change vs previous 13F +2,529 shares

    0.81% of the 13F portfolio, value $1,752,164.

    13F-HR 0001730149-25-000003 filed by Clarus Wealth 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 22,132 shares
    Change vs previous 13F -1,109 shares

    0.73% of the 13F portfolio, value $1,359,347.

    13F-HR 0001730149-25-000002 filed by Clarus Wealth 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 23,241 shares
    Change vs previous 13F -636 shares

    0.8% of the 13F portfolio, value $1,603,164.

    13F-HR 0001730149-25-000001 filed by Clarus Wealth 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 23,877 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,604,773.

    13F-HR 0001730149-24-000004 filed by Clarus Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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