Back to FW Focus Partners Wealth

IBMSIBMS
5 quarters

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

Focus Partners Wealth holds 56,651 shares of IBMS (ISHARES TR), worth $1.5M as of 2026-Q2. The position was increased (+34.3% shares). IBMS represents 0.0% of Focus Partners Wealth's portfolio.

Current Value

$1.5M

Current Shares

56,651

Total Value Change

+$904,941

Total Shares Change

+34,803

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
56,651
+34.3%
$1.5M0.0%$25.76
33
2026-Q1
Increased
42,190
+31.0%
$1.1M0.0%$25.57
32
2025-Q4
Increased
32,217
+10.6%
$839,5750.0%$25.69
27
2025-Q3
Increased
29,133
+33.3%
$759,7890.0%$25.50
32
2025-Q2
New
21,848
-
$560,6200.0%$24.92
34

Other major holders of IBMS: MERCER GLOBAL ADVISORS INC /ADV, HighTower Advisors, LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used