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

Focus Partners Wealth holds 1.5M shares of QUAL (ISHARES TR), worth $324.1M as of 2026-Q2. The position was decreased (-38.5% shares). QUAL represents 0.3% of Focus Partners Wealth's portfolio.

Current Value

$324.1M

Current Shares

1.5M

Total Value Change

+$319.8M

Total Shares Change

+1.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.5M
-38.5%
$324.1M0.3%$219.43
0
2026-Q1
Increased
2.4M
+0.6%
$461.3M0.5%$202.29
44
2025-Q4
Increased
2.4M
+11.2%
$474.1M0.5%$200.10
49
2025-Q3
Increased
2.1M
+2.1%
$417.4M0.7%$192.77
45
2025-Q2
Increased
2.1M
+11.2%
$384.4M0.8%$180.59
49
2025-Q1
Increased
1.9M
+56.8%
$323.2M0.8%$168.31
62
2024-Q4
Increased
1.2M
+4465.9%
$215M0.3%$176.81
59
2024-Q3
Increased
26,429
+54.0%
$4.3M0.0%$176.39
38

Other major holders of QUAL: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC

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