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Disclosery

IFS Advisors, LLC: IWB position timeline

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

IFS Advisors, LLC held 2,102 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,102 shares
    Change vs previous 13F -13 shares

    0.41% of the 13F portfolio, value $860,769.

    13F-HR 0001765617-26-000005 filed by IFS Advisors, 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 2,115 shares
    Change vs previous 13F -26 shares

    0.39% of the 13F portfolio, value $754,124.

    13F-HR 0001765617-26-000004 filed by IFS Advisors, 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 2,141 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $799,535.

    13F-HR 0001765617-26-000002 filed by IFS Advisors, 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 2,141 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $782,492.

    13F-HR 0001765617-25-000010 filed by IFS Advisors, 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 2,141 shares
    Change vs previous 13F -18 shares

    0.55% of the 13F portfolio, value $727,019.

    13F-HR 0001765617-25-000007 filed by IFS Advisors, 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 2,159 shares
    Change vs previous 13F -65 shares

    0.54% of the 13F portfolio, value $662,251.

    13F-HR 0001765617-25-000005 filed by IFS Advisors, 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 2,224 shares
    Change vs previous 13F -76 shares

    0.56% of the 13F portfolio, value $716,483.

    13F-HR 0001765617-25-000002 filed by IFS Advisors, 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 2,300 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $723,097.

    13F-HR 0001765617-24-000006 filed by IFS Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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