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

Focus Partners Wealth holds 1.2M shares of IBTH (ISHARES TR), worth $27.2M as of 2026-Q2. The position was decreased (-13.6% shares). IBTH represents 0.0% of Focus Partners Wealth's portfolio.

Current Value

$27.2M

Current Shares

1.2M

Total Value Change

+$22.9M

Total Shares Change

+1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.2M
-13.6%
$27.2M0.0%$22.23
0
2026-Q1
Decreased
1.4M
-0.3%
$31.5M0.0%$22.08
0
2025-Q4
Increased
1.4M
+14.7%
$31.7M0.0%$21.99
33
2025-Q3
Increased
1.2M
+0.5%
$27.7M0.0%$21.76
29
2025-Q2
Increased
1.2M
+428.2%
$27.5M0.1%$21.52
46
2025-Q1
Decreased
231,589
-42.3%
$5.2M0.0%$21.23
0
2024-Q4
Increased
401,502
+112.1%
$8.9M0.0%$20.88
44
2024-Q3
Increased
189,263
+4.8%
$4.3M0.0%$21.01
28

Other major holders of IBTH: BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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