NEW YORK LIFE INVTS ACTIVE E

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IWFG·45409F751·US·ETF·Unknown - Unknown

IWFG (NEW YORK LIFE INVTS ACTIVE E) is held by 5 institutional investors as of Q2 2026. Largest holders: NEW YORK LIFE INVESTMENT MANAGEMENT LLC ($93.2M), ASSETMARK, INC ($17,244), WELLS FARGO & COMPANY/MN ($1,247). Net institutional sentiment: Bullish.

5

Holders

$93.2M

Total Value

80% (5)

Consensus

4 buying - 1 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)60

Insider (Form 4)64

Activist (13D/13G)33

Congressional (STOCK Act)69

Holder Quality

42

★★★★★

Elite

36

★★★★

Strong

50

★★★

Solid

88

★★

Below

69

★

Weak

Held by 5 funds

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for IWFG.

Top Holders

Top Holders (5)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	Increased	1.7M(+100.0%)	$93.2M	0.7%	+7.51%	68
ASSETMARK, INC	New	318	$17,244	0.0%	-0.28%	28
WELLS FARGO & COMPANY/MN	New	23	$1,247	0.0%	-0.28%	17
MORGAN STANLEY	Unchanged	1	$54	0.0%	+1.62%	0
JPMORGAN CHASE & CO	New	1	$53	0.0%	-0.28%	17
UBS Group AG	Exited	0(-100.0%)	$1,998	0.0%	+10.33%	0

IWFGNEW YORK LIFE INVTS ACTIVE E

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer