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RiverFront Investment Group, LLC: IYW position timeline

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

RiverFront Investment Group, LLC held 1,043,122 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,043,122 shares
    Change vs previous 13F +38,104 shares

    3.48% of the 13F portfolio, value $263,106,706.

    13F-HR 0001469751-26-000006 filed by RiverFront Investment Group, 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 1,005,018 shares
    Change vs previous 13F +86,618 shares

    2.82% of the 13F portfolio, value $182,330,433.

    13F-HR 0001469751-26-000004 filed by RiverFront Investment Group, 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 918,400 shares
    Change vs previous 13F +20,409 shares

    3.02% of the 13F portfolio, value $183,386,190.

    13F-HR 0001469751-26-000002 filed by RiverFront Investment Group, 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 897,991 shares
    Change vs previous 13F +36,396 shares

    3.11% of the 13F portfolio, value $177,155,413.

    13F-HR 0001469751-25-000011 filed by RiverFront Investment Group, 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 861,595 shares
    Change vs previous 13F +23,387 shares

    2.91% of the 13F portfolio, value $149,288,687.

    13F-HR 0001469751-25-000008 filed by RiverFront Investment Group, 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 838,208 shares
    Change vs previous 13F +25,540 shares

    2.62% of the 13F portfolio, value $117,717,939.

    13F-HR 0001469751-25-000006 filed by RiverFront Investment Group, 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 812,668 shares
    Change vs previous 13F +39,242 shares

    2.95% of the 13F portfolio, value $129,636,902.

    13F-HR 0001469751-25-000002 filed by RiverFront Investment Group, 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 773,426 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $117,266,990.

    13F-HR 0001469751-24-000013 filed by RiverFront Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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