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IWBIWB
11 quarters

Position history for FWFocus Partners Wealth's holdings in ISHARES RUSSELL 1000 ETF

Yes. Focus Partners Wealth holds 1,859,370 shares of IWB (iShares Russell 1000 ETF), worth $761.4M, as of its Q2 2026 13F filing. It reduced the position by 73,586 shares (-3.8%) from Q1 2026. Focus Partners Wealth has held IWB in every 13F on record since Q4 2023, 11 quarterly filings. IWB is 0.8% of Focus Partners Wealth's reported 13F portfolio.

Current Value

$761.4M

Current Shares

1.9M

Total Value Change

+$598.1M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.9M
-3.8%
$761.4M0.8%$408.51
0
2026-Q1
Decreased
1.9M
-1.1%
$689.4M0.8%$354.96
0
2025-Q4
Increased
2M
+12.4%
$730.1M0.8%$370.88
50
2025-Q3
Increased
1.7M
+86.1%
$635.9M1.0%$361.91
77
2025-Q2
Increased
934,666
+1.9%
$317.4M0.7%$335.36
44
2025-Q1
Decreased
917,585
-0.1%
$281.5M0.7%$302.16
0
2024-Q4
Increased
918,403
+21.9%
$295.9M0.8%$316.51
52
2024-Q3
Decreased
753,274
-54.6%
$236.8M0.8%$307.94
0
2024-Q2
Increased
1.7M
+114.5%
$493.9M1.7%$290.44
80
2024-Q1
Increased
773,651
+24.3%
$222.8M1.8%$280.46
59
2023-Q4
First report
622,555
-
$163.3M2.1%$254.59
0

Other major holders of IWB: JONES FINANCIAL COMPANIES LLLP, FMR LLC

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