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IQRA — NEW YORK LIFE INVTS ACTIVE E

Reported value held$560.66K
Funds holding (latest)4
Sector—
Funds holding (Q2 2026)2
Institutional value$556.52K · 18.37K sh
New / Add / Cut / Exit1 / 0 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +4825.7% (+18.00K sh)
Institutional value change Up +5007.5%

As of Q2 2026, 2 SEC-registered investment managers reported holding IQRA (NEW YORK LIFE INVTS ACTIVE E) in their latest 13F filings, with a combined reported value of $556.52K across 18.37K shares. That is +4825.7% by share count (+18.00K shares) versus the previous quarter, while reported value moved +5007.5%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 2 funds

FundSharesValuePortfolio WeightChange
Manulife Financial history 18.00K $545.22K 0.00% New
UBS Group AG history 373 $11.30K 0.00% Hold

Q1 2026 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 373 $10.90K 0.00% Reduce

Q4 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Manulife Financial history 18.00K $505.08K 0.00% Hold
UBS Group AG history 376 $10.55K 0.00% Reduce

Q3 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Manulife Financial history 18.00K $507.96K 0.00% Hold
UBS Group AG history 378 $10.67K 0.00% Reduce
Morgan Stanley history 100 $2.82K 0.00% New

Q2 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Manulife Financial history 18.00K $493.92K 0.00% New
UBS Group AG history 384 $10.54K 0.00% Hold

Q1 2025 — 2 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 384 $10.19K 0.00% New
Wells Fargo & Co history 50 $1.33K 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 4 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q1 2024Q4 2023
Manulife Financial 18.00K — 18.00K 18.00K 18.00K — — —
UBS Group AG 373 373 376 378 384 384 10 10
Morgan Stanley — — — 100 — — — —
Wells Fargo & Co — — — — — 50 — —

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