IWY
Congressional Trades
No congressional trades in IWY on record.
Whale Activity
- Increased0
- New2
- Held1
- Decreased2
- Closed0
- No prior filing10
| Filer | Shares | Value | Change |
|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 3.6M | $1.06B | — |
| MONECO ADVISORS, LLC | 149.2K | $43.4M | — |
| Forum Private Client Group LLC | 90.8K | $26.4M | — |
| Asset Allocation Strategies LLC | 54.2K | $15.8M | — |
| Cosner Financial Group, LLC | 53.5K | $15.5M | — |
| Wellington Grp LLC | 40.8K | $11.9M | — |
| COZAD ASSET MANAGEMENT INC | 35.0K | $10.2M | — |
| D. E. Shaw & Co., Inc. | 27.7K | $8.1M | new |
| Mezzasalma Advisors, LLC | 32.5K | $5.8M | — |
| Concorde Asset Management, LLC | 15.0K | $4.4M | — |
| Financial Freedom, LLC | 13.8K | $4.0M | — |
| RENAISSANCE TECHNOLOGIES LLC | 10.2K | $3.0M | decreased |
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 |
|---|---|---|---|---|
| Dimensional US Large Cap Core Equity Market ETF Dimensional ETF Trust | 735.4K | $203.2M | 13.13% | Jul 31, 2026 |
| LargeCap Growth Fund I Principal Funds, Inc | 64.2K | $17.7M | 0.31% | Jul 31, 2026 |
| FundX ETF FundX Investment Trust | 58.1K | $16.9M | 8.83% | Jun 30, 2026 |
| VOYA RUSSELLTM LARGE CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 51.4K | $14.9M | 0.97% | Jun 30, 2026 |
| LargeCap Growth Account I Principal Variable Contract Funds, Inc | 6,500 | $1.9M | 0.32% | Jun 30, 2026 |
| FundX Conservative ETF FundX Investment Trust | 2,339 | $680K | 1.37% | Jun 30, 2026 |
| Alpha Architect US Equity 3 ETF EA Series Trust | 163 | $41K | 0.01% | Mar 31, 2026 |
| Prospera Income ETF Thrive Series Trust | 21 | $6K | 0.09% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list IWY's shares (CUSIP 464289438), 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 IWY as the client.
Government Contracts
No federal contract awards found for IWY.
U.S. Patents
No USPTO patent applications found for IWY.
Annual Financials
No annual XBRL figures on record for IWY. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
No stock splits in IWY's price history.
Material Events (8-K)
No 8-K filings on record.
About IWY
No company profile on record.