Question 1

Does Focus Partners Wealth own IWV stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Focus Partners Wealth holds 440,213 shares of IWV (iShares Russell 3000 ETF), worth $187.7M.

Question 2

How many shares of IWV does Focus Partners Wealth own?

Accepted Answer

As of its Q2 2026 13F, Focus Partners Wealth holds 440,213 shares of IWV (iShares Russell 3000 ETF).

Question 3

What is Focus Partners Wealth's IWV position worth?

Accepted Answer

As of its Q2 2026 13F, Focus Partners Wealth's IWV position is worth $187.7M.

Question 4

Is Focus Partners Wealth buying or selling IWV?

Accepted Answer

In Q2 2026, Focus Partners Wealth increased its IWV position by 79,810 shares (+22.1%).

Question 5

When did Focus Partners Wealth first buy IWV?

Accepted Answer

Focus Partners Wealth already held IWV in its Q4 2023 13F, the earliest on record, and has listed it in 11 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	440,213	+22.1%	$187.7M	0.2%	$425.42	44
2026-Q1	Decreased	360,403	-1.1%	$133.6M	0.1%	$368.98	0
2025-Q4	Increased	364,394	+6.3%	$141M	0.2%	$384.32	39
2025-Q3	Decreased	342,759	-6.1%	$129.9M	0.2%	$375.41	0
2025-Q2	Increased	365,099	+0.1%	$128.1M	0.3%	$346.86	36
2025-Q1	Decreased	364,681	-1.7%	$115.8M	0.3%	$313.07	0
2024-Q4	Decreased	371,027	-0.7%	$124M	0.3%	$328.60	0
2024-Q3	Decreased	373,497	-38.5%	$122M	0.4%	$320.27	0
2024-Q2	Increased	607,732	+100.7%	$187.6M	0.6%	$301.57	69
2024-Q1	Increased	302,778	+4.3%	$90.9M	0.7%	$292.43	44
2023-Q4	First report	290,365	-	$79.5M	1.0%	$266.09	0

IWV11 quarters

IWV
11 quarters