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Financial Engines Advisors L.L.C.: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Engines Advisors L.L.C. on IWF, newest first. How the timeline and the estimate are built.

Financial Engines Advisors L.L.C. held 95,461 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,461 shares
    Change vs previous 13F +68,908 shares

    0.02% of the 13F portfolio, value $11,853,392.

    13F-HR 0001214659-26-010131 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 26,553 shares
    Change vs previous 13F -3,332 shares

    0.01% of the 13F portfolio, value $2,830,550.

    13F-HR 0001214659-26-006143 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 29,885 shares
    Change vs previous 13F -2,476 shares

    0.03% of the 13F portfolio, value $14,144,571.

    13F-HR 0001214659-26-001606 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 32,361 shares
    Change vs previous 13F -1,700 shares

    0.03% of the 13F portfolio, value $15,158,216.

    13F-HR 0001214659-25-016774 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 34,061 shares
    Change vs previous 13F +3,244 shares

    0.03% of the 13F portfolio, value $14,462,000.

    13F-HR 0001214659-25-012011 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 30,817 shares
    Change vs previous 13F -1,638 shares

    0.02% of the 13F portfolio, value $11,128,046.

    13F-HR 0001214659-25-007384 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 32,455 shares
    Change vs previous 13F +2,362 shares

    0.03% of the 13F portfolio, value $13,033,279.

    13F-HR 0001214659-25-002426 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 30,093 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $11,296,204.

    13F-HR 0001214659-24-018676 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).