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ISHGISHG
6 quarters

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

Focus Partners Wealth holds 20,123 shares of ISHG (ISHARES TR), worth $1.5M as of 2026-Q2. The position was increased (+12.7% shares). ISHG represents 0.0% of Focus Partners Wealth's portfolio.

Current Value

$1.5M

Current Shares

20,123

Total Value Change

+$1.1M

Total Shares Change

+14,020

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
20,123
+12.7%
$1.5M0.0%$74.25
29
2026-Q1
Unchanged
17,863
0.0%
$1.3M0.0%$75.27
0
2025-Q4
Increased
17,863
+12.5%
$1.3M0.0%$75.30
29
2025-Q3
Increased
15,876
+47.3%
$1.2M0.0%$74.97
35
2025-Q2
Increased
10,782
+76.7%
$825,4700.0%$75.00
38
2025-Q1
New
6,103
-
$429,5300.0%$69.54
33

Other major holders of ISHG: NewEdge Wealth, LLC, ENVESTNET ASSET MANAGEMENT INC, ROYAL BANK OF CANADA

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