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 (IBTF). 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 | 133,486 | -149,927 | -52.9% | 0.01% | $3.1M | $23.13 |
| 2025 Q2 | REDUCED | 283,413 | -990,709 | -77.8% | 0.01% | $6.6M | $22.88 |
| 2025 Q1 | REDUCED | 1,274,122 | -123,984 | -8.9% | 0.07% | $29.8M | $22.65 |
| 2024 Q4 | ADDED | 1,398,106 | +19,399 | +1.4% | 0.08% | $32.6M | $22.44 |
As of 2025 Q4 — sorted by position size