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IWB
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Position history for Focus Partners Wealth's holdings in ISHARES TR

Focus Partners Wealth holds 1.9M shares of IWB (ISHARES TR), worth $689.4M as of 2026-Q1. The position was decreased (-1.1% shares). IWB represents 0.8% of Focus Partners Wealth's portfolio.

Current Value

$689.4M

Current Shares

1.9M

Total Value Change

+$195.5M

Total Shares Change

+273,078

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.9M
-1.1%
$689.4M0.8%$373.15
0
2025-Q4
Increased
2M
+12.4%
$730.1M0.8%$376.20
50
2025-Q3
Increased
1.7M
+86.1%
$635.9M1.0%$363.42
77
2025-Q2
Increased
934,666
+1.9%
$317.4M0.7%$335.58
44
2025-Q1
Decreased
917,585
-0.1%
$281.5M0.7%$302.55
0
2024-Q4
Increased
918,403
+21.9%
$295.9M0.8%$319.91
52
2024-Q3
Decreased
753,274
-54.6%
$236.8M0.8%$308.93
0
2024-Q2
Increased
1.7M
+114.5%
$493.9M1.7%$292.44
80

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

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