Ownership history in Focus Partners Wealth · 8 quarters on record
This page tracks every 13F SEC filing in which Focus Partners Wealth reported a position in ISHARES TR (IBDQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 750,980 | -81,197 | -9.8% | 0.03% | $18.9M | $24.93 |
| 2025 Q2 | REDUCED | 832,177 | -61,500 | -6.9% | 0.05% | $21.0M | $24.66 |
| 2025 Q1 | REDUCED | 893,677 | -31,349 | -3.4% | 0.06% | $22.5M | $24.38 |
| 2024 Q4 | ADDED | 925,026 | +529,241 | +133.7% | 0.06% | $23.2M | $24.12 |
| 2024 Q3 | ADDED | 395,785 | +142,789 | +56.4% | 0.03% | $9.9M | $23.86 |
| 2024 Q2 | ADDED | 252,996 | +234,260 | +1250.3% | 0.02% | $6.3M | $23.40 |
| 2024 Q1 | UNCHANGED | 18,736 | — | 0% | 0.00% | $465K | $23.14 |
| 2023 Q4 | INITIATED | 18,736 | — | — | 0.01% | $464K | — |
As of 2025 Q4 — sorted by position size