Retirement Wealth Solutions LLC: IYW position timeline

Retirement Wealth Solutions LLC held 4,780 IYW shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 4,780 shares

   Change vs previous 13F -28 shares

   0.67% of the 13F portfolio, value $1,266,111.

   13F-HR 0002044741-26-000005 filed by Retirement Wealth Solutions LLC
   Accepted 2026-10-07 17:06:07 UTC, ingested 2026-10-07 17:07:30 UTC

2. period ended2026-06-30

   13F 4,808 shares

   Change vs previous 13F 0 shares

   0.67% of the 13F portfolio, value $1,212,628.

   13F-HR 0002044741-26-000003 filed by Retirement Wealth Solutions LLC
   Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 4,808 shares

   Change vs previous 13F -904 shares

   0.55% of the 13F portfolio, value $872,324.

   13F-HR 0002044741-26-000002 filed by Retirement Wealth Solutions LLC
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 5,712 shares

   Change vs previous 13F +765 shares

   0.72% of the 13F portfolio, value $1,140,598.

   13F-HR 0002044741-26-000001 filed by Retirement Wealth Solutions LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 4,947 shares

   Change vs previous 13F -4,812 shares

   0.64% of the 13F portfolio, value $968,906.

   13F-HR 0002044741-25-000005 filed by Retirement Wealth Solutions LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 9,759 shares

   Change vs previous 13F -478 shares

   1.23% of the 13F portfolio, value $1,690,935.

   13F-HR 0002044741-25-000004 filed by Retirement Wealth Solutions LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 10,237 shares

   Change vs previous 13F +1,662 shares

   1.16% of the 13F portfolio, value $1,437,720.

   13F-HR 0002044741-25-000002 filed by Retirement Wealth Solutions LLC
   Filed 2025-04-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 8,575 shares

   Change vs previous 13F not available

   1.14% of the 13F portfolio, value $1,353,618.

   13F-HR 0002044741-25-000001 filed by Retirement Wealth Solutions LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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