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 (IBMN). 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 | 73,822 | -3,633 | -4.7% | 0.00% | $2.0M | $26.63 |
| 2025 Q2 | REDUCED | 77,455 | -4,891 | -5.9% | 0.00% | $2.1M | $26.46 |
| 2025 Q1 | REDUCED | 82,346 | -5,637 | -6.4% | 0.01% | $2.2M | $26.30 |
| 2024 Q4 | ADDED | 87,983 | +1,579 | +1.8% | 0.01% | $2.3M | $26.08 |
| 2024 Q3 | REDUCED | 86,404 | -718,162 | -89.3% | 0.01% | $2.3M | $25.95 |
| 2024 Q2 | REDUCED | 804,566 | -1,448,817 | -64.3% | 0.07% | $21.3M | $25.65 |
| 2024 Q1 | REDUCED | 2,253,383 | -81,963 | -3.5% | 0.48% | $59.6M | $25.49 |
| 2023 Q4 | INITIATED | 2,335,346 | — | — | 0.81% | $62.0M | — |