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Disclosery

One Capital Management, LLC: IWY position timeline

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

One Capital Management, LLC held 162,986 IWY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,986 shares
    Change vs previous 13F 0 shares

    1.13% of the 13F portfolio, value $40,557,554.

    13F-HR 0001606588-26-000004 filed by One Capital Management, 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 162,986 shares
    Change vs previous 13F +78,643 shares

    1.11% of the 13F portfolio, value $40,557,554.

    13F-HR 0001606588-26-000003 filed by One Capital Management, 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 84,343 shares
    Change vs previous 13F +33,555 shares

    0.71% of the 13F portfolio, value $23,358,070.

    13F-HR 0001606588-26-000002 filed by One Capital Management, 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 50,788 shares
    Change vs previous 13F -11,278 shares

    0.44% of the 13F portfolio, value $13,898,239.

    13F-HR 0001606588-25-000009 filed by One Capital Management, 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 62,066 shares
    Change vs previous 13F -164,149 shares

    0.53% of the 13F portfolio, value $15,299,956.

    13F-HR 0001606588-25-000005 filed by One Capital Management, 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 226,215 shares
    Change vs previous 13F -9,499 shares

    1.61% of the 13F portfolio, value $47,717,850.

    13F-HR 0001606588-25-000004 filed by One Capital Management, 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 235,714 shares
    Change vs previous 13F -2,601 shares

    1.84% of the 13F portfolio, value $55,456,447.

    13F-HR 0001606588-25-000001 filed by One Capital Management, 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 238,315 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $52,441,434.

    13F-HR 0001606588-24-000008 filed by One Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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