IWR
Congressional Trades
No congressional trades in IWR on record.
Whale Activity
- Increased0
- New0
- Held0
- Decreased1
- Closed0
- No prior filing3
| Filer | Shares | Value | Change |
|---|---|---|---|
| Coastline Trust Co | 279.1K | $29.8M | decreased |
| TOMPKINS FINANCIAL CORP | 185.8K | $19.8M | — |
| MOODY NATIONAL BANK TRUST DIVISION | 104.6K | $11.2M | — |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 11.4K | $1.2M | — |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
No open-market insider buys or sells in the last two years.
Recent Insider Transactions
No insider transactions on record.
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund MUTUAL FUND SERIES TRUST | 768.5K | $84.8M | 0.80% | Jun 30, 2026 |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 167.9K | $18.4M | 0.72% | Jul 31, 2026 |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 64.6K | $7.1M | 0.53% | Jul 31, 2026 |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 50.0K | $5.5M | 0.20% | Jul 31, 2026 |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 35.4K | $3.9M | 1.24% | Jun 30, 2026 |
| UBS U.S. Allocation Fund UBS INVESTMENT TRUST | 28.8K | $3.1M | 1.34% | May 31, 2026 |
| PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 21.6K | $2.4M | 0.76% | Jun 30, 2026 |
| Grant Park Multi Alternative Strategies Fund Northern Lights Fund Trust | 17.3K | $1.9M | 0.59% | Jun 30, 2026 |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 16.6K | $1.8M | 0.25% | Jun 30, 2026 |
| Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 14.8K | $1.6M | 0.46% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list IWR's shares (CUSIP 464287499), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
No 13D/13G beneficial-ownership filings on record.
Corporate Lobbying
No lobbying filings found naming IWR as the client.
Government Contracts
No federal contract awards found for IWR.
U.S. Patents
No USPTO patent applications found for IWR.
Annual Financials
No annual XBRL figures on record for IWR. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
- 4-for-1Stock splitOct 26, 2018
Split dates and ratios from the price history · Close Prices from Tiingo.com
Material Events (8-K)
No 8-K filings on record.
About IWR
No company profile on record.