IWS
Congressional Trades
No congressional trades in IWS on record.
Whale Activity
- Increased0
- New0
- Held0
- Decreased0
- Closed0
- No prior filing2
| Filer | Shares | Value | Change |
|---|---|---|---|
| Paladin Partners, LLC | 4,030 | $648K | — |
| LBJ Family Wealth Advisors, Ltd. | 125.8K | $20K | — |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
No open-market insider buys or sells in the last two years.
Recent Insider Transactions
No insider transactions on record.
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| Dimensional US Large Cap Core Equity Market ETF Dimensional ETF Trust | 433.6K | $72.4M | 4.68% | Jul 31, 2026 |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 351.8K | $57.9M | 3.51% | Jun 30, 2026 |
| Aristotle Multi-Asset Growth and Income Fund Aristotle Fund Series Trust | 251.6K | $41.4M | 6.20% | Jun 30, 2026 |
| Aristotle Multi-Asset Balanced Fund Aristotle Fund Series Trust | 193.1K | $31.8M | 4.66% | Jun 30, 2026 |
| Aristotle Multi-Asset Capital Opportunities Fund Aristotle Fund Series Trust | 140.4K | $23.1M | 7.73% | Jun 30, 2026 |
| Franklin Mutual U.S. Mid Cap Value Fund Franklin Value Investors Trust | 117.2K | $19.6M | 2.52% | Jul 31, 2026 |
| Aristotle Multi-Asset Balanced Income Fund Aristotle Fund Series Trust | 34.7K | $5.7M | 3.10% | Jun 30, 2026 |
| Quantified Market Leaders Fund Advisors Preferred Trust | 29.6K | $4.9M | 6.48% | Jun 30, 2026 |
| MidCap Value Fund I Principal Funds, Inc | 26.0K | $4.3M | 0.18% | Jul 31, 2026 |
| Aristotle Multi-Asset Income Fund Aristotle Fund Series Trust | 15.0K | $2.5M | 2.06% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list IWS's shares (CUSIP 464287473), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
No 13D/13G beneficial-ownership filings on record.
Corporate Lobbying
No lobbying filings found naming IWS as the client.
Government Contracts
No federal contract awards found for IWS.
U.S. Patents
No USPTO patent applications found for IWS.
Annual Financials
No annual XBRL figures on record for IWS. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
- 3-for-1Stock splitJul 24, 2008
Split dates and ratios from the price history · Close Prices from Tiingo.com
Material Events (8-K)
No 8-K filings on record.
About IWS
No company profile on record.