Question 1

How many shares of IVLU does Focus Partners Wealth own?

Accepted Answer

As of 2026-Q2, Focus Partners Wealth holds 922,290 shares of IVLU (ISHARES TR).

Question 2

What is Focus Partners Wealth's IVLU position worth?

Accepted Answer

As of 2026-Q2, Focus Partners Wealth's IVLU position is worth $38.6M.

Question 3

Is Focus Partners Wealth buying or selling IVLU?

Accepted Answer

In 2026-Q2, Focus Partners Wealth decreased their IVLU position (-9.7% change in shares).

Question 4

When did Focus Partners Wealth first buy IVLU?

Accepted Answer

Based on available 13F filings, Focus Partners Wealth first reported a position in IVLU in 2024-Q3. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	922,290	-9.7%	$38.6M	0.0%	$41.82	0
2026-Q1	Decreased	1M	-2.8%	$40.5M	0.0%	$39.02	0
2025-Q4	Increased	1.1M	+0.8%	$40M	0.0%	$37.42	29
2025-Q3	Increased	1M	+2.7%	$37M	0.1%	$34.27	30
2025-Q2	Decreased	1M	-6.9%	$33.4M	0.1%	$31.77	0
2025-Q1	Increased	1.1M	+41.7%	$33.1M	0.1%	$28.64	39
2024-Q4	Increased	770,413	+11.7%	$20.9M	0.1%	$25.62	32
2024-Q3	New	689,834	-	$20.4M	0.1%	$27.35	39

IVLU8 quarters

IVLU
8 quarters