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Disclosery

Sowell Financial Services LLC: IYW position timeline

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

Sowell Financial Services LLC held 7,539 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,539 shares
    Change vs previous 13F -3,976 shares

    0.06% of the 13F portfolio, value $1,901,509.

    13F-HR 0001633697-26-000004 filed by Sowell Financial 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 11,515 shares
    Change vs previous 13F -7,679 shares

    0.08% of the 13F portfolio, value $2,089,074.

    13F-HR 0001633697-26-000003 filed by Sowell Financial 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 19,194 shares
    Change vs previous 13F +184 shares

    0.14% of the 13F portfolio, value $3,832,682.

    13F-HR 0001633697-26-000002 filed by Sowell Financial 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 19,010 shares
    Change vs previous 13F -2,067 shares

    0.14% of the 13F portfolio, value $3,723,225.

    13F-HR 0001633697-25-000010 filed by Sowell Financial 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 21,077 shares
    Change vs previous 13F +6,043 shares

    0.15% of the 13F portfolio, value $3,652,079.

    13F-HR 0001633697-25-000007 filed by Sowell Financial 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 15,034 shares
    Change vs previous 13F -7,553 shares

    0.1% of the 13F portfolio, value $2,111,398.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 22,587 shares
    Change vs previous 13F +3,738 shares

    0.19% of the 13F portfolio, value $3,603,065.

    13F-HR 0001633697-25-000003 filed by Sowell Financial 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 18,849 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,858,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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