Skip to content
Disclosery

Portfolio Strategies, Inc.: IWY position timeline

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

Portfolio Strategies, Inc. held 227,020 IWY 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 227,020 shares
    Change vs previous 13F -21,450 shares

    6.47% of the 13F portfolio, value $65,976,333.

    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 248,470 shares
    Change vs previous 13F -4,708 shares

    7.62% of the 13F portfolio, value $61,838,083.

    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 253,178 shares
    Change vs previous 13F -7,198 shares

    8.12% of the 13F portfolio, value $70,114,102.

    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 260,376 shares
    Change vs previous 13F -4,454 shares

    8.28% of the 13F portfolio, value $71,247,994.

    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 264,830 shares
    Change vs previous 13F -5,879 shares

    8.5% of the 13F portfolio, value $65,246,521.

    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 270,709 shares
    Change vs previous 13F -1,283 shares

    8.84% of the 13F portfolio, value $57,102,345.

    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 271,992 shares
    Change vs previous 13F -7,301 shares

    9.08% of the 13F portfolio, value $63,973,135.

    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 279,293 shares
    Change vs previous 13F not available

    8.29% of the 13F portfolio, value $61,392,335.

    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).