Signals

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☆IWY

37 in-universe funds with a nonzero position in IWY within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#10991
Score / z-0.391 / -2.67
Consensus12.70 over 23 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 461.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 257.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 100.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 70.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 62.8 24.4% 2 -2.0 pp +24.4 pp +24.4 pp +24.4 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 24.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 16.9 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 9.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 6.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 4.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.5 0.0% 2 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 3.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 3.5 4.1% 2 +0.9 pp +4.1 pp +4.1 pp +4.1 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 2.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 1.5 0.5% 2 -1.7 pp +0.5 pp +0.5 pp +0.5 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just IWY). Qtrs Held counts distinct quarters this fund has actually held IWY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IWY position size. Δ columns are the percentage-point change in IWY's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status