IWF ($IWF) Insider Trading & Smart Money Activity

IWF · Latest filing Oct 15, 2026

$IWF has 4 13F position changes on file.

Insider buyers (12 mo)

0

Insider sellers (12 mo)

0

Net insider $ (12 mo)

$0

Congress trades (12 mo)

0

13F moves on file

4

Analyst ratings on file

0

IWF insider buying and selling by quarter

Quarter	Insider buys	Insider sales	Congress buys / sales	13F added / cut
Q1 2026	0	0	0 / 0	0 / 0
Q2 2026	0	0	0 / 0	0 / 0
Q3 2026	0	0	0 / 0	0 / 0
Q4 2026	0	0	0 / 0	1 / 3

Insider buys and sales count open-market trades only (Form 4 codes P and S). Grants, option exercises and tax withholding are left out.

All IWF insider, congress, 13F and analyst activity

All 13F

Date	Source	Who	Action	Shares	Value / amount	ΔOwn	1W	1M	6M	Filing	Story
Oct 15, 2026	13F	Mission Wealth Management	Reduced	-171.42K sh	$68.63M						—
Oct 15, 2026	13F	Atria Investments	Reduced	-81.49K sh	$16.67M						—
Oct 14, 2026	13F	Summit Financial Strategies	Reduced	-1.02K sh	$3.89M						—
Oct 14, 2026	13F	Orgel Wealth Management	Added	+583 sh	$1.94M						—

1W / 1M / 6M = how IWF moved from the trade or filing date.

Institutions moving IWF (13F)

• Mission Wealth Management1
• Atria Investments1
• Summit Financial Strategies1
• Orgel Wealth Management1

Frequently asked questions

Which institutions changed their IWF positions?

Recent 13F filers moving the stock include Mission Wealth Management, Atria Investments, Summit Financial Strategies and Orgel Wealth Management.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.