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Midwest Capital Advisors, LLC: IYW position timeline

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

Midwest Capital Advisors, LLC held 1,129 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,129 shares
    Change vs previous 13F -104 shares

    0.12% of the 13F portfolio, value $284,705.

    13F-HR 0000905729-26-000140 filed by Midwest Capital 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 1,233 shares
    Change vs previous 13F -218 shares

    0.1% of the 13F portfolio, value $223,652.

    13F-HR 0000905729-26-000086 filed by Midwest Capital 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 1,451 shares
    Change vs previous 13F -2,824 shares

    0.14% of the 13F portfolio, value $289,701.

    13F-HR 0000905729-26-000025 filed by Midwest Capital 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 4,275 shares
    Change vs previous 13F -32,560 shares

    0.4% of the 13F portfolio, value $837,389.

    13F-HR 0000905729-25-000172 filed by Midwest Capital 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 36,835 shares
    Change vs previous 13F -4,418 shares

    3.36% of the 13F portfolio, value $6,382,440.

    13F-HR 0000905729-25-000129 filed by Midwest Capital 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 41,253 shares
    Change vs previous 13F +4,851 shares

    3.56% of the 13F portfolio, value $5,793,613.

    13F-HR 0000905729-25-000087 filed by Midwest Capital 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 36,402 shares
    Change vs previous 13F not available

    4.24% of the 13F portfolio, value $5,806,777.

    13F-HR 0000905729-25-000025 filed by Midwest Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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