IWV
Congressional Trades
No congressional trades in IWV on record.
Whale Activity
- Increased0
- New2
- Held0
- Decreased2
- Closed0
- No prior filing6
| Filer | Shares | Value | Change |
|---|---|---|---|
| BlackRock, Inc. | 1.0M | $428.3M | decreased |
| DAVIS R M INC | 159.7K | $68.1M | — |
| Proficio Capital Partners LLC | 143.3K | $61.1M | — |
| Strategic Equity Management | 53.1K | $22.6M | — |
| HANOVER ADVISORS INC | 37.9K | $16.1M | — |
| Circle Wealth Management, LLC | 22.2K | $9.4M | — |
| RENAISSANCE TECHNOLOGIES LLC | 13.5K | $5.8M | new |
| CITADEL ADVISORS LLC | 1,008 | $430K | decreased |
| Alternative Investment Advisors, LLC. | 832 | $355K | — |
| MILLENNIUM MANAGEMENT LLC | 482 | $206K | new |
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 |
|---|---|---|---|---|
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 136.1K | $57.8M | 1.22% | Jul 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 100.0K | $42.9M | 0.02% | May 31, 2026 |
| Cambria Endowment Style ETF EA Series Trust | 3,494 | $1.5M | 1.05% | May 29, 2026 |
| John Hancock Fundamental All Cap Core ETF John Hancock Exchange-Traded Fund Trust | 272 | $101K | 3.07% | Mar 31, 2026 |
Mutual funds and ETFs whose N-PORT filings list IWV's shares (CUSIP 464287689), 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 IWV as the client.
Government Contracts
No federal contract awards found for IWV.
U.S. Patents
No USPTO patent applications found for IWV.
Annual Financials
No annual XBRL figures on record for IWV. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
No stock splits in IWV's price history.
Material Events (8-K)
No 8-K filings on record.
About IWV
No company profile on record.
