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IWFIWF
Showing 8 of 11 quarters

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

Yes. Focus Partners Wealth holds 5,259,237 shares of IWF, worth $653M, as of its Q2 2026 13F filing. It increased the position from 1,341,813 shares in Q1 2026. Focus Partners Wealth has held IWF in every 13F on record since Q4 2023, 11 quarterly filings. IWF is 0.7% of Focus Partners Wealth's reported 13F portfolio.

Current Value

$653M

Current Shares

5.3M

Total Value Change

+$549.3M

Total Shares Change

+5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5.3M
+291.9%
$653M0.7%$124.17
72
2026-Q1
Decreased
1.3M
-29.7%
$570.6M0.6%$106.51
0
2025-Q4
Increased
1.9M
+44.0%
$903.2M1.0%$118.12
68
2025-Q3
Increased
1.3M
+75.0%
$620.7M1.0%$116.78
75
2025-Q2
Decreased
756,869
-4.3%
$321.4M0.7%$105.75
0
2025-Q1
Decreased
791,207
-1.7%
$285.7M0.7%$89.77
0
2024-Q4
Increased
805,185
+191.3%
$323.3M0.8%$99.73
70
2024-Q3
Decreased
276,363
-79.6%
$103.7M0.3%$93.21
0

Other major holders of IWF: MORGAN STANLEY, BANK OF AMERICA CORP /DE/

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