IWF ($IWF) Insider Trading & Smart Money Activity

IWF · Latest filing Oct 16, 2026

$IWF has 9 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

9

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	2 / 7

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 16, 2026	13F	Trust Co of Toledo Na	Sold out	-7.65K sh							—
Oct 16, 2026	13F	McKinley Carter Wealth Services	Reduced	-4.89K sh	$24.06M						—
Oct 16, 2026	13F	Halbert Hargrove Global Advisors	Reduced	-848 sh	$664.94K						—
Oct 16, 2026	13F	Goelzer Investment Management	Reduced	-8.36K sh	$2.93M						—
Oct 16, 2026	13F	DiNuzzo Private Wealth	New	+126 sh	$15.78K						—
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)

• Trust Co of Toledo Na1
• McKinley Carter Wealth Services1
• Halbert Hargrove Global Advisors1
• Goelzer Investment Management1
• DiNuzzo Private Wealth1
• 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 Trust Co of Toledo Na, McKinley Carter Wealth Services, Halbert Hargrove Global Advisors, Goelzer Investment Management and DiNuzzo Private Wealth.

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.