IYW
Congressional Trades
No congressional trades in IYW on record.
Whale Activity
- Increased0
- New0
- Held0
- Decreased0
- Closed0
- No prior filing4
| Filer | Shares | Value | Change |
|---|---|---|---|
| RVW Wealth, LLC | 104.9K | $27.8M | — |
| Central Pacific Bank - Trust Division | 35.7K | $9.4M | — |
| Montecito Bank & Trust | 27.3K | $7.2M | — |
| Ballew Advisors, Inc | 11.1K | $3.0M | — |
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 |
|---|---|---|---|---|
| BlackRock 60/40 Target Allocation ETF V.I. Fund BlackRock Variable Series Funds, Inc. | 134.2K | $33.9M | 3.61% | Jun 30, 2026 |
| PFG BR Target Allocation Equity Strategy Fund Northern Lights Fund Trust | 85.2K | $20.3M | 4.01% | Jul 31, 2026 |
| Global Atlantic Moderately Aggressive Managed Risk Portfolio Forethought Variable Insurance Trust | 40.7K | $10.3M | 4.23% | Jun 30, 2026 |
| TFA Quantitative Fund Tactical Investment Series Trust | 26.7K | $6.7M | 9.31% | Jun 30, 2026 |
| AdvisorShares Q Dynamic Growth ETF AdvisorShares Trust | 26.4K | $6.7M | 20.05% | Jun 30, 2026 |
| AlphaDroid Defensive Sector Rotation ETF Listed Funds Trust | 15.8K | $4.0M | 12.64% | Jun 30, 2026 |
| Global Atlantic Moderate Managed Risk Portfolio Forethought Variable Insurance Trust | 11.6K | $2.9M | 3.69% | Jun 30, 2026 |
| Global Atlantic BlackRock Allocation Portfolio Forethought Variable Insurance Trust | 7,872 | $2.0M | 3.60% | Jun 30, 2026 |
| Global Atlantic Balanced Managed Risk Portfolio Forethought Variable Insurance Trust | 7,403 | $1.9M | 2.98% | Jun 30, 2026 |
| TFA AlphaGen Fund (formerly, the TFA AlphaGen Growth Fund) Tactical Investment Series Trust | 3,900 | $984K | 1.79% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list IYW's shares (CUSIP 464287721), 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 IYW as the client.
Government Contracts
No federal contract awards found for IYW.
U.S. Patents
No USPTO patent applications found for IYW.
Annual Financials
No annual XBRL figures on record for IYW. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
- 4-for-1Stock splitDec 7, 2020
Split dates and ratios from the price history · Close Prices from Tiingo.com
Material Events (8-K)
No 8-K filings on record.
About IYW
No company profile on record.