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Disclosery

RFG Advisory, LLC: IYW position timeline

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

RFG Advisory, LLC held 17,169 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,169 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $4,330,656.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 17,168 shares
    Change vs previous 13F -99 shares

    0.06% of the 13F portfolio, value $3,114,637.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 17,267 shares
    Change vs previous 13F +530 shares

    0.06% of the 13F portfolio, value $3,447,778.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 16,737 shares
    Change vs previous 13F -1,013 shares

    0.07% of the 13F portfolio, value $3,278,086.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 17,750 shares
    Change vs previous 13F -7,037 shares

    0.07% of the 13F portfolio, value $3,075,618.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 24,787 shares
    Change vs previous 13F -19,947 shares

    0.09% of the 13F portfolio, value $3,481,056.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 44,734 shares
    Change vs previous 13F +2,690 shares

    0.2% of the 13F portfolio, value $7,136,014.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 42,044 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $6,374,761.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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