IWB — ISHARES TR

Ownership history in Focus Partners Wealth  ·  9 quarters on record

This page tracks every 13F SEC filing in which Focus Partners Wealth reported a position in ISHARES TR (IWB). 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.

Peak position
2.14% (2023 Q4)
Avg. % of fund
1.15%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,955,205 +215,456 +12.4% 0.83% $730.1M $373.44
2025 Q3 ADDED 1,739,749 +805,083 +86.1% 1.03% $635.9M $364.40
2025 Q2 ADDED 934,666 +17,081 +1.9% 0.69% $317.4M $337.67
2025 Q1 REDUCED 917,585 -818 -0.1% 0.71% $281.5M $304.25
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWB price (monthly, adj. close)

Other funds also holding IWB

As of 2025 Q4 — sorted by position size

FIDUCIARY COUNSELLING INC 3Y 7Y 32.16% MPS Loria Financial Planners, LLC 3Y 7Y 32.02% Brewster Financial Planning LLC 3Y 26.95% HOGE FINANCIAL SERVICES, LLC 23.12% RED CEDAR INVESTMENT MANAGEMENT, LLC 3Y 7Y 16.51% SENTINEL WEALTH MANAGEMENT, INC. 16.07% Gray Private Wealth, LLC 15.57% Legacy Wealth Management, Inc 3Y 7Y 15.29% Arbor Investment Advisors, LLC 3Y 7Y 14.31% Millburn Ridgefield LLC /DE/ 3Y 7Y 13.01%
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