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Position history for FWFocus Partners Wealth's holdings in ISHARES TR

Focus Partners Wealth holds 931,010 shares of IBDS (ISHARES TR), worth $22.5M as of 2026-Q2. The position was increased (+23.1% shares). IBDS represents 0.0% of Focus Partners Wealth's portfolio.

Current Value

$22.5M

Current Shares

931,010

Total Value Change

+$21.2M

Total Shares Change

+875,718

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
931,010
+23.1%
$22.5M0.0%$24.14
35
2026-Q1
Increased
756,131
+3.3%
$18.3M0.0%$23.90
29
2025-Q4
Increased
731,736
+137.4%
$17.8M0.0%$23.77
46
2025-Q3
Increased
308,219
+74.4%
$7.5M0.0%$23.49
41
2025-Q2
Increased
176,746
+146.7%
$4.3M0.0%$23.17
43
2025-Q1
Decreased
71,636
-16.5%
$1.7M0.0%$22.83
0
2024-Q4
Increased
85,784
+55.1%
$2.1M0.0%$22.45
37
2024-Q3
Increased
55,292
+61.3%
$1.3M0.0%$22.51
37

Other major holders of IBDS: BANK OF AMERICA CORP /DE/

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