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 (IWF). 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 Q4 | ADDED | 1,908,493 | +583,623 | +44.1% | 1.03% | $903.2M | $472.88 |
| 2025 Q3 | ADDED | 1,324,870 | +568,001 | +75.0% | 1.00% | $620.7M | $467.53 |
| 2025 Q2 | REDUCED | 756,869 | -34,338 | -4.3% | 0.70% | $321.4M | $423.39 |
| 2025 Q1 | REDUCED | 791,207 | -13,917 | -1.7% | 0.72% | $285.7M | $359.72 |
| 2024 Q4 | ADDED | 805,124 | +528,761 | +191.3% | 0.84% | $323.3M | $399.63 |
| 2024 Q3 | REDUCED | 276,363 | -1,078,397 | -79.6% | 0.33% | $103.7M | $373.18 |
| 2024 Q2 | ADDED | 1,354,760 | +687,821 | +103.1% | 1.66% | $493.8M | $361.83 |
| 2024 Q1 | ADDED | 666,939 | +524,342 | +367.7% | 1.83% | $224.8M | $334.19 |
| 2023 Q4 | INITIATED | 142,597 | — | — | 0.57% | $43.2M | — |
As of 2025 Q4 — sorted by position size