WealthTrak Capital Management LLC: IYW position timeline

WealthTrak Capital Management LLC held 0 IYW shares at 2025-12-31 per its 13F-HR filed 2026-02-10.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -2,197 shares

   13F-HR 0002052710-26-000001 filed by WealthTrak Capital Management LLC
   Filed 2026-02-10 (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).

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

2. period ended2025-09-30

   13F 2,197 shares

   Change vs previous 13F -1,185 shares

   0.35% of the 13F portfolio, value $430,304.

   13F-HR 0002052710-25-000008 filed by WealthTrak Capital Management LLC
   Filed 2025-11-14 (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).

3. period ended2025-06-30

   13F 3,382 shares

   Change vs previous 13F +61 shares

   0.49% of the 13F portfolio, value $586,000.

   13F-HR 0002052710-25-000004 filed by WealthTrak Capital Management LLC
   Filed 2025-08-12 (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).

4. period ended2025-03-31

   13F 3,321 shares

   Change vs previous 13F +132 shares

   0.4% of the 13F portfolio, value $466,402.

   13F-HR 0002052710-25-000002 filed by WealthTrak Capital Management LLC
   Filed 2025-05-15 (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).

5. period ended2024-12-31

   13F 3,189 shares

   Change vs previous 13F not available

   0.43% of the 13F portfolio, value $508,710.

   13F-HR 0002052710-25-000001 filed by WealthTrak Capital Management LLC
   Filed 2025-02-12 (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).