SEC 13F Intelligence

Win Advisors, Inc / IWY

Win Advisors, Inc’s Ishares Tr Position

Does Win Advisors, Inc own Ishares Tr (IWY)? Yes — 32.3K shares worth $8M (+3.68% of its 13F portfolio) as of Q1 2026, up from 1.7K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
32.3K
% of Portfolio
+3.68%
Quarters Held
14
currently held

Position History IWY

Reported value by quarter
Q4 ’21: $13MQ4 ’21Q1 ’22: $150,000Q2 ’22: $44,000Q2 ’22Q3 ’22: $7,000Q1 ’23: $832,059Q1 ’23Q4 ’23: $11MQ1 ’24: $12MQ1 ’24Q2 ’24: $7MQ3 ’24: $4MQ3 ’24Q4 ’24: $12MQ2 ’25: $8MQ2 ’25Q3 ’25: $19MQ4 ’25: $463,598Q4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202632.3K$8M+3.68%
Q4 20251.7K$463,598+0.20%
Q3 202571.1K$19M+9.48%
Q2 202534.0K$8M+4.04%
Q4 202451.4K$12M+5.85%
Q3 202419.4K$4M+2.00%
Q2 202430.3K$7M+2.91%
Q1 202461.8K$12M+5.31%
Q4 202365.4K$11M+5.20%
Q1 20235.9K$832,059+0.33%
Q3 202262$7,0000.00%
Q2 2022352$44,000+0.09%
Q1 2022943$150,000+0.04%
Q4 202173.5K$13M+2.92%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Win Advisors, Inc’s full portfolio or all institutional holders of IWY.