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IWVIWV
11 quarters

Position history for FWFocus Partners Wealth's holdings in ISHARES RUSSELL 3000 ETF

Focus Partners Wealth holds 440,213 shares of IWV (ISHARES RUSSELL 3000 ETF), worth $187.7M as of 2026-Q2. The position was increased (+22.1% shares). IWV represents 0.2% of Focus Partners Wealth's portfolio.

Current Value

$187.7M

Current Shares

440,213

Total Value Change

+$108.2M

Total Shares Change

+149,848

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
440,213
+22.1%
$187.7M0.2%$426.40
44
2026-Q1
Decreased
360,403
-1.1%
$133.6M0.1%$387.33
0
2025-Q4
Increased
364,394
+6.3%
$141M0.2%$389.73
39
2025-Q3
Decreased
342,759
-6.1%
$129.9M0.2%$376.62
0
2025-Q2
Increased
365,099
+0.1%
$128.1M0.3%$347.37
36
2025-Q1
Decreased
364,681
-50.4%
$115.8M0.3%$313.50
0
2024-Q4
Increased
735,554
+96.9%
$248M0.3%$332.13
59
2024-Q3
Decreased
373,497
-38.5%
$122M0.4%$321.26
0
2024-Q2
Increased
607,732
+100.7%
$187.6M0.6%$303.55
69
2024-Q1
Increased
302,778
+4.3%
$90.9M0.7%$294.36
44
2023-Q4
New
290,365
-
$79.5M1.0%$267.84
68

Other major holders of IWV: SCS Capital Management LLC, GOLDMAN SACHS GROUP INC

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