IWS — ISHARES TR

Ownership history in PRIVATE CLIENT SERVICES, LLC  ·  10 quarters on record

AI Ownership Summary

PRIVATE CLIENT SERVICES, LLC reported ISHARES TR (IWS) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.32% in 2023 Q4. The latest visible filing shows IWS at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IWS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRIVATE CLIENT SERVICES, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IWS was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWS stock page PRIVATE CLIENT SERVICES, LLC fund profile PRIVATE CLIENT SERVICES, LLC full holdings
How PRIVATE CLIENT SERVICES, LLC held IWS — position size vs. price
% of Fund (quarterly)    IWS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 2,630 -310 -10.5% 0.11% $383K 2026-04-06 $148.04
2025 Q4 ADDED 2,940 +6 +0.2% 0.13% $415K 2026-01-07 $144.12
2025 Q3 REDUCED 2,934 -75 -2.5% 0.14% $410K 2025-10-14 $137.46
2025 Q2 REDUCED 3,009 -55 -1.8% 0.15% $398K 2025-07-01 $132.19
2025 Q1 ADDED 3,064 +5 +0.2% 0.19% $386K 2025-04-08 $108.87
2024 Q4 ADDED 3,059 +6 +0.2% 0.21% $396K 2025-01-08 $127.25
2024 Q3 ADDED 3,053 +6 +0.2% 0.22% $404K 2024-10-03 $127.49
2024 Q2 REDUCED 3,047 -203 -6.2% 0.23% $368K 2024-07-29 $123.38
2024 Q1 REDUCED 3,250 -139 -4.1% 0.27% $407K 2024-05-10 $119.60
2023 Q4 INITIATED 3,389 — — 0.32% $394K 2024-01-30 $111.92

🏢 Other funds also holding IWS

As of 2026 Q1 — sorted by position size

LBJ Family Wealth Advisors, Ltd. 3Y 7Y 10.47% STEPHENS GROUP ASSET MANAGEMENT, LLC 3Y 7Y 6.63% Asempa Wealth Advisors 1.06% INSPIRION WEALTH ADVISORS, LLC 3Y 7Y 0.96% City Center Advisors, LLC 0.66% Holland Advisory Services, Inc. 3Y 0.55% Five Oceans Advisors 3Y 0.38% FIRST FINANCIAL CORP /IN/ 3Y 7Y 0.15% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 0.12% RDA Financial Network 3Y 0.08%

FAQ About PRIVATE CLIENT SERVICES, LLC and IWS

These are the practical questions this page is built to answer before you even open the full history table.

How long has PRIVATE CLIENT SERVICES, LLC reported owning IWS?

PRIVATE CLIENT SERVICES, LLC reported IWS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IWS position in PRIVATE CLIENT SERVICES, LLC's portfolio?

The largest reported portfolio weight for IWS was 0.32% in 2023 Q4.

What is the latest reported IWS position on this page?

The most recent filing on this page is 2026 Q1, when PRIVATE CLIENT SERVICES, LLC reported 2,630 shares, equal to 0.11% of portfolio, with an estimated market value of $383K.

What does the chart on this IWS ownership page compare?

The chart compares PRIVATE CLIENT SERVICES, LLC's quarterly IWS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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