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Disclosery

Portfolio Strategies, Inc.: IWF position timeline

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

Portfolio Strategies, Inc. held 362,252 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 362,252 shares
    Change vs previous 13F +266,838 shares

    4.41% of the 13F portfolio, value $44,980,818.

    13F-HR 0001765380-26-000323 filed by Portfolio Strategies, 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 95,414 shares
    Change vs previous 13F -964 shares

    5.02% of the 13F portfolio, value $40,699,291.

    13F-HR 0001765380-26-000150 filed by Portfolio Strategies, 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 96,378 shares
    Change vs previous 13F -706 shares

    5.28% of the 13F portfolio, value $45,614,698.

    13F-HR 0001765380-26-000041 filed by Portfolio Strategies, 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 97,084 shares
    Change vs previous 13F -1,342 shares

    5.29% of the 13F portfolio, value $45,474,982.

    13F-HR 0001765380-25-000433 filed by Portfolio Strategies, 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 98,426 shares
    Change vs previous 13F -588 shares

    5.44% of the 13F portfolio, value $41,776,171.

    13F-HR 0001765380-25-000252 filed by Portfolio Strategies, 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 99,014 shares
    Change vs previous 13F +5,376 shares

    5.54% of the 13F portfolio, value $35,753,121.

    13F-HR 0001765380-25-000148 filed by Portfolio Strategies, 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 93,638 shares
    Change vs previous 13F -592 shares

    5.34% of the 13F portfolio, value $37,603,716.

    13F-HR 0001765380-25-000017 filed by Portfolio Strategies, 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 94,230 shares
    Change vs previous 13F not available

    4.78% of the 13F portfolio, value $35,365,741.

    13F-HR 0001765380-24-000401 filed by Portfolio Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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