Insider · SEC Form 4 filer

Arash Ghodoosi

Companies

Where they file as an insider

Institutional Investment Strategy Fund (XIVYX) President, Principal Executive Latest filing Nov 2, 2026

Track record

Did their buys beat the typical stock?

Open-market buys29
Quarters checked 6 months later0
Beat the typical stock —
Quarters too new to check3

Too soon to tell. None of their buys has a finished 6-month check yet.

Institutional Investment Strategy Fund (XIVYX) Bought Oct 1–Nov 2, 2026 · $202 · 15 shares Too new Too new. Its 6-month check uses prices as of Jun 30, 2027.
Institutional Investment Strategy Fund (IVYIX) Bought Jul 13, 2026 · $100 · 8 shares Too new Too new. Its 6-month check uses prices as of Mar 31, 2027.
Institutional Investment Strategy Fund (XIVYX) Bought Jul 1–Sep 1, 2026 · $303 · 23 shares Too new Too new. Its 6-month check uses prices as of Mar 31, 2027.
Institutional Investment Strategy Fund (IVYIX) Bought Feb 13, 2026 · $5 · 0 shares Not counted Not counted. We have no fund price for this stock on both Mar 31, 2026 and Sep 30, 2026.
Institutional Investment Strategy Fund (IVYIX) Bought Oct 27–Dec 22, 2025 · $30 · 3 shares Not counted Not counted. We have no fund price for this stock on both Dec 31, 2025 and Jun 30, 2026.
Institutional Investment Strategy Fund (XIVYX) Bought Oct 1–Dec 1, 2025 · $1.5K · 124 shares Not counted Not counted. We have no fund price for this stock on both Dec 31, 2025 and Jun 30, 2026.
Institutional Investment Strategy Fund (XIVYX) Bought Jul 7–Sep 2, 2025 · $1000 · 86 shares Not counted Not counted. We have no fund price for this stock on both Sep 30, 2025 and Mar 31, 2026.
Institutional Investment Strategy Fund (IVYIX) Bought Jul 1–Aug 1, 2025 · $15 · 1 shares Not counted Not counted. We have no fund price for this stock on both Sep 30, 2025 and Mar 31, 2026.
Institutional Investment Strategy Fund (IVYIX) Bought Jun 30, 2025 · $1 · 0 shares Not counted Not counted. We have no fund price for this stock on both Jun 30, 2025 and Dec 31, 2025.
Institutional Investment Strategy Fund (XIVYX) Bought Jun 23–30, 2025 · $110 · 10 shares Not counted Not counted. We have no fund price for this stock on both Jun 30, 2025 and Dec 31, 2025.
Institutional Investment Strategy Fund (IVYIX) Bought Mar 13, 2025 · $5.5K · 511 shares Not counted Not counted. We have no fund price for this stock on both Mar 31, 2025 and Sep 30, 2025.
Institutional Investment Strategy Fund (XIVYX) Bought Jan 2, 2025 · $500 · 41 shares Not counted Not counted. We have no fund price for this stock on both Mar 31, 2025 and Sep 30, 2025.
Institutional Investment Strategy Fund (XIVYX) Bought Jul 16, 2024 · $208K · 19,708 shares Not counted Not counted. We have no fund price for this stock on both Sep 30, 2024 and Mar 31, 2025.
Institutional Investment Strategy Fund (XIVYX) Bought Mar 19–20, 2024 · $410K · 40,243 shares Not counted Not counted. We have no fund price for this stock on both Mar 31, 2024 and Sep 30, 2024.

Each row is one stock in one quarter, however many buys it took. We take the stock's price at the end of that quarter and again 6 months later, and compare it with the typical stock over the same dates. Prices are quarter-end values from funds' 13F reports (the middle value across 3 or more funds), through Sep 30, 2026. Moves past 3 times up or down, mostly stock splits, are left out. How we tested this.

Past results. This is data, not advice.

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast