Question 1

How many shares of ISCG does Focus Partners Wealth own?

Accepted Answer

As of 2026-Q2, Focus Partners Wealth holds 912,075 shares of ISCG (ISHARES TR).

Question 2

What is Focus Partners Wealth's ISCG position worth?

Accepted Answer

As of 2026-Q2, Focus Partners Wealth's ISCG position is worth $59.8M.

Question 3

Is Focus Partners Wealth buying or selling ISCG?

Accepted Answer

In 2026-Q2, Focus Partners Wealth decreased their ISCG position (-4.6% change in shares).

Question 4

When did Focus Partners Wealth first buy ISCG?

Accepted Answer

Based on available 13F filings, Focus Partners Wealth first reported a position in ISCG in 2023-Q4. They have held the position across 11 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	912,075	-4.6%	$59.8M	0.1%	$65.54	0
2026-Q1	Decreased	955,722	-1.9%	$52.4M	0.1%	$58.12	0
2025-Q4	Decreased	973,843	-2.4%	$54M	0.1%	$56.14	0
2025-Q3	Decreased	998,236	-0.3%	$54.2M	0.1%	$54.12	0
2025-Q2	Decreased	1M	-45.1%	$49.8M	0.1%	$49.39	0
2025-Q1	Increased	1.8M	+101.5%	$82.1M	0.2%	$44.90	57
2024-Q4	Increased	904,964	+103.5%	$44.8M	0.1%	$49.17	47
2024-Q3	Increased	444,669	+4.8%	$21.8M	0.1%	$48.45	30
2024-Q2	Increased	424,175	+16.6%	$19.3M	0.1%	$44.92	33
2024-Q1	Increased	363,932	+32.1%	$16.9M	0.1%	$45.94	43
2023-Q4	New	275,571	-	$12.1M	0.2%	$43.35	46

ISCG11 quarters

ISCG
11 quarters