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QUAL
Showing 8 of 10 quarters

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

Focus Partners Wealth holds 2.4M shares of QUAL (ISHARES TR), worth $461.3M as of 2026-Q1. The position was increased (+0.6% shares). QUAL represents 0.5% of Focus Partners Wealth's portfolio.

Current Value

$461.3M

Current Shares

2.4M

Total Value Change

+$458.3M

Total Shares Change

+2.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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
+213.4%
$323.2M0.8%$168.31
70
2024-Q4
Increased
603,600
+2183.8%
$107.5M0.3%$176.81
58
2024-Q3
Increased
26,429
+54.0%
$4.3M0.0%$176.39
38
2024-Q2
Increased
17,163
+289.8%
$2.9M0.0%$168.05
42

Other major holders of QUAL: ENVESTNET ASSET MANAGEMENT INC

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