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
+$688.9M
Total Shares Change
+273,078
Other major holders of IWB: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 1.9M |
-1.1% |
| $689.4M |
| 0.8% |
| $373.15 |
0 |
| 2025-Q4 | Increased | 2M | +12.4% | $730.1M | 0.8% | $376.20 | 50 |
| 2025-Q3 | Increased | 1.7M | +86.1% | $635.9M | 1.0% | $363.42 | 77 |
| 2025-Q2 | Increased | 934,666 | +1.9% | $317.4M | 0.7% | $335.58 | 44 |
| 2025-Q1 | Decreased | 917,585 | -0.1% | $281.5M | 0.7% | $302.55 | 0 |
| 2024-Q4 | Increased | 918,403 | +21.9% | $295.9M | 0.8% | $319.91 | 52 |
| 2024-Q3 | Decreased | 753,274 | -54.6% | $236.8M | 0.8% | $308.93 | 0 |
| 2024-Q2 | Increased | 1.7M | +114.5% | $493,880 | 1.7% | $292.44 | 61 |