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IVLUIVLU
8 quarters

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

Focus Partners Wealth holds 922,290 shares of IVLU (ISHARES TR), worth $38.6M as of 2026-Q2. The position was decreased (-9.7% shares). IVLU represents 0.0% of Focus Partners Wealth's portfolio.

Current Value

$38.6M

Current Shares

922,290

Total Value Change

+$18.2M

Total Shares Change

+232,456

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
922,290
-9.7%
$38.6M0.0%$41.82
0
2026-Q1
Decreased
1M
-2.8%
$40.5M0.0%$40.68
0
2025-Q4
Increased
1.1M
+0.8%
$40M0.0%$38.28
29
2025-Q3
Increased
1M
+2.7%
$37M0.1%$34.74
30
2025-Q2
Decreased
1M
-6.9%
$33.4M0.1%$32.31
0
2025-Q1
Decreased
1.1M
-29.2%
$33.1M0.1%$29.36
0
2024-Q4
Increased
1.5M
+123.4%
$41.8M0.1%$26.05
47
2024-Q3
New
689,834
-
$20.4M0.1%$27.95
39

Other major holders of IVLU: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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