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FDx Advisors, Inc.: IWF position timeline

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

FDx Advisors, Inc. held 117,083 IWF 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 117,083 shares
    Change vs previous 13F +87,335 shares

    4.38% of the 13F portfolio, value $14,538,000.

    13F-HR 0001566601-26-000004 filed by FDx Advisors, Inc.
    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 29,748 shares
    Change vs previous 13F -721 shares

    4.05% of the 13F portfolio, value $12,685,000.

    13F-HR 0001566601-26-000003 filed by FDx Advisors, Inc.
    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 30,469 shares
    Change vs previous 13F -737 shares

    7.35% of the 13F portfolio, value $14,421,000.

    13F-HR 0001566601-26-000001 filed by FDx Advisors, Inc.
    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 31,206 shares
    Change vs previous 13F -3,277 shares

    4.54% of the 13F portfolio, value $15,153,000.

    13F-HR 0001566601-25-000012 filed by FDx Advisors, Inc.
    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 34,483 shares
    Change vs previous 13F -1,270 shares

    4.47% of the 13F portfolio, value $14,641,000.

    13F-HR 0001566601-25-000007 filed by FDx Advisors, Inc.
    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 35,753 shares
    Change vs previous 13F -3,354 shares

    4.2% of the 13F portfolio, value $12,910,000.

    13F-HR 0001566601-25-000004 filed by FDx Advisors, Inc.
    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 39,107 shares
    Change vs previous 13F -4,131 shares

    4.59% of the 13F portfolio, value $15,705,000.

    13F-HR 0001566601-25-000001 filed by FDx Advisors, Inc.
    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 43,238 shares
    Change vs previous 13F not available

    4.42% of the 13F portfolio, value $16,231,000.

    13F-HR 0001566601-24-000010 filed by FDx Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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