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.
| 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 | $372.56 |
| 2025 Q3 | ADDED | 1,739,749 | +805,083 | +86.1% | 1.03% | $635.9M | $363.54 |
| 2025 Q2 | ADDED | 934,666 | +17,081 | +1.9% | 0.69% | $317.4M | $336.87 |
| 2025 Q1 | REDUCED | 917,585 | -818 | -0.1% | 0.71% | $281.5M | $303.53 |
| 2024 Q4 | ADDED | 918,403 | +165,129 | +21.9% | 0.77% | $295.9M | $317.94 |
| 2024 Q3 | REDUCED | 753,274 | -906,604 | -54.6% | 0.75% | $236.8M | $309.33 |
| 2024 Q2 | ADDED | 1,659,878 | +886,227 | +114.6% | 1.66% | $493.9M | $291.75 |
| 2024 Q1 | ADDED | 773,651 | +151,096 | +24.3% | 1.81% | $222.8M | $281.72 |
| 2023 Q4 | INITIATED | 622,555 | — | — | 2.14% | $163.3M | — |
As of 2025 Q4 — sorted by position size