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Disclosery

IFG Advisory, LLC: IYW position timeline

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

IFG Advisory, LLC held 22,264 IYW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,264 shares
    Change vs previous 13F +21,174 shares

    0.2% of the 13F portfolio, value $5,615,752.

    13F-HR 0001728319-26-000006 filed by IFG Advisory, LLC
    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 1,090 shares
    Change vs previous 13F -20,600 shares

    0.57% of the 13F portfolio, value $197,748.

    13F-HR 0001728319-26-000005 filed by IFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 21,690 shares
    Change vs previous 13F -530 shares

    0.19% of the 13F portfolio, value $4,331,114.

    13F-HR 0001728319-26-000001 filed by IFG Advisory, LLC
    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 22,220 shares
    Change vs previous 13F -6,665 shares

    0.2% of the 13F portfolio, value $4,352,025.

    13F-HR 0001728319-25-000006 filed by IFG Advisory, LLC
    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 28,885 shares
    Change vs previous 13F +324 shares

    0.25% of the 13F portfolio, value $5,004,867.

    13F-HR 0001728319-25-000004 filed by IFG Advisory, LLC
    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 28,561 shares
    Change vs previous 13F +582 shares

    0.22% of the 13F portfolio, value $4,011,154.

    13F-HR 0001728319-25-000002 filed by IFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 27,979 shares
    Change vs previous 13F -541 shares

    0.25% of the 13F portfolio, value $4,463,216.

    13F-HR 0002047201-25-000002 filed by IFG Advisory, LLC
    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 28,520 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,324,307.

    13F-HR 0001728319-24-000010 filed by IFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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