Standard Family Office LLC IWP ISHARES TR

Ownership history in Standard Family Office LLC  ·  9 quarters on record

AI Ownership Summary

Standard Family Office LLC reported ISHARES TR (IWP) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.89% in 2024 Q4. The latest visible filing shows IWP at 0.44% 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 IWP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Standard Family Office 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

IWP was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.89% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 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.

How Standard Family Office LLC held IWP — position size vs. price
% of Fund (quarterly)    IWP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 3,300 0% 0.44% $423K 2026-05-14 $137.44
2025 Q4 UNCHANGED 3,300 0% 0.48% $452K 2026-02-18 $135.71
2025 Q3 UNCHANGED 3,300 0% 0.51% $470K 2025-11-14 $136.47
2025 Q2 UNCHANGED 3,300 0% 0.54% $458K 2025-08-13 $140.63
2025 Q1 REDUCED 42.9% +18.1% 3,300 -2,478 -42.9% 0.51% $388K 2025-05-13 $133.06
2024 Q4 UNCHANGED 5,778 0% 0.89% $732K 2025-02-13 $137.62
2024 Q3 UNCHANGED 5,778 0% 0.82% $678K 2024-11-14 $128.31
2024 Q2 UNCHANGED 5,778 0% 0.82% $638K 2024-08-14 $109.03
2024 Q1 INITIATED 5,778 0.88% $660K 2024-05-14 $109.64

FAQ About Standard Family Office LLC and IWP

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

How long has Standard Family Office LLC reported owning IWP?

Standard Family Office LLC reported IWP across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported IWP position in Standard Family Office LLC's portfolio?

The largest reported portfolio weight for IWP was 0.89% in 2024 Q4.

What is the latest reported IWP position on this page?

The most recent filing on this page is 2026 Q1, when Standard Family Office LLC reported 3,300 shares, equal to 0.44% of portfolio, with an estimated market value of $423K.

What does the chart on this IWP ownership page compare?

The chart compares Standard Family Office LLC's quarterly IWP 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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