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Showing 6 of 9 quarters

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

As of its Q3 2025 13F, Focus Partners Wealth held 133,486 shares of IBTF, worth $3.1M. Focus Partners Wealth's 13F filings listed IBTF from Q4 2023 to Q3 2025, 8 quarterly filings.

Final Value

$0

Final Shares

0

Total Value Change

-$32.3M

Total Shares Change

-1.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2025-Q4
Latest
Exited
0
-100.0%
$00.0%$23.22
0
2025-Q3
Decreased
133,486
-52.9%
$3.1M0.0%$23.13
0
2025-Q2
Decreased
283,413
-77.8%
$6.6M0.0%$22.87
0
2025-Q1
Decreased
1.3M
-8.9%
$29.8M0.1%$22.65
0
2024-Q4
Increased
1.4M
+1.4%
$32.6M0.1%$22.42
29
2024-Q3
Decreased
1.4M
-21.6%
$32.3M0.1%$22.23
0

Other major holders of IBTF: CAPTRUST FINANCIAL ADVISORS

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