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Disclosery

SMI Advisory Services, LLC: IWF position timeline

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

SMI Advisory Services, LLC held 6,444 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,444 shares
    Change vs previous 13F +4,813 shares

    0.13% of the 13F portfolio, value $792,567.

    13F-HR 0001609008-26-000003 filed by SMI Advisory Services, 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 1,631 shares
    Change vs previous 13F -730 shares

    0.12% of the 13F portfolio, value $704,133.

    13F-HR 0001609008-26-000002 filed by SMI Advisory Services, 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 2,361 shares
    Change vs previous 13F -35,605 shares

    0.19% of the 13F portfolio, value $1,126,731.

    13F-HR 0001609008-26-000001 filed by SMI Advisory Services, 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 37,966 shares
    Change vs previous 13F +36,563 shares

    3.38% of the 13F portfolio, value $17,841,595.

    13F-HR 0001609008-25-000006 filed by SMI Advisory Services, 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 1,403 shares
    Change vs previous 13F +1,403 shares

    0.12% of the 13F portfolio, value $605,227.

    13F-HR 0001609008-25-000004 filed by SMI Advisory Services, 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 0 shares
    Change vs previous 13F -32,896 shares

    13F-HR 0001609008-25-000003 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 32,896 shares
    Change vs previous 13F -292 shares

    3.01% of the 13F portfolio, value $13,049,003.

    13F-HR 0001609008-25-000001 filed by SMI Advisory Services, 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 33,188 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $12,437,393.

    13F-HR 0001609008-24-000004 filed by SMI Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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