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Portfolio Strategies, Inc.: IYW position timeline

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

Portfolio Strategies, Inc. held 392,227 IYW 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 392,227 shares
    Change vs previous 13F +935 shares

    9.7% of the 13F portfolio, value $98,931,256.

    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 391,292 shares
    Change vs previous 13F -6,953 shares

    8.79% of the 13F portfolio, value $71,316,209.

    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 398,245 shares
    Change vs previous 13F -9,264 shares

    9.21% of the 13F portfolio, value $79,520,699.

    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 407,509 shares
    Change vs previous 13F +58,099 shares

    9.28% of the 13F portfolio, value $79,805,302.

    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 349,410 shares
    Change vs previous 13F -2,909 shares

    7.88% of the 13F portfolio, value $60,514,161.

    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 352,319 shares
    Change vs previous 13F -1,641 shares

    7.66% of the 13F portfolio, value $49,478,743.

    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 353,960 shares
    Change vs previous 13F -6,021 shares

    8.01% of the 13F portfolio, value $56,455,609.

    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 359,981 shares
    Change vs previous 13F not available

    7.37% of the 13F portfolio, value $54,578,077.

    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).