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Showing 8 of 11 quarters

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

Yes. Focus Partners Wealth holds 931,010 shares of IBDS, worth $22.5M, as of its Q2 2026 13F filing. It increased the position by 174,879 shares (+23.1%) from Q1 2026. Focus Partners Wealth has held IBDS in every 13F on record since Q4 2023, 11 quarterly filings.

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%$23.97
35
2026-Q1
Increased
756,131
+3.3%
$18.3M0.0%$23.73
29
2025-Q4
Increased
731,736
+137.4%
$17.8M0.0%$23.60
46
2025-Q3
Increased
308,219
+74.4%
$7.5M0.0%$23.32
41
2025-Q2
Increased
176,746
+146.7%
$4.3M0.0%$23.00
43
2025-Q1
Increased
71,636
+67.0%
$1.7M0.0%$22.59
38
2024-Q4
Decreased
42,892
-22.4%
$1M0.0%$22.22
0
2024-Q3
Increased
55,292
+61.3%
$1.3M0.0%$22.35
37

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

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