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

Focus Partners Wealth holds 27,453 shares of REZ (ISHARES TR), worth $2.3M as of 2026-Q1. The position was decreased (-10.7% shares). REZ represents 0.0% of Focus Partners Wealth's portfolio.

Current Value

$2.3M

Current Shares

27,453

Total Value Change

-$1.8M

Total Shares Change

-25,327

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
27,453
-10.7%
$2.3M0.0%$89.41
0
2025-Q4
Decreased
30,733
-2.0%
$2.5M0.0%$83.36
0
2025-Q3
Decreased
31,362
-1.8%
$2.7M0.0%$83.22
0
2025-Q2
Increased
31,922
+1.3%
$2.6M0.0%$80.43
26
2025-Q1
Decreased
31,525
-0.7%
$2.7M0.0%$83.91
0
2024-Q4
Increased
31,759
+38.8%
$2.6M0.0%$77.97
35
2024-Q3
Decreased
22,890
-56.6%
$2M0.0%$85.00
0
2024-Q2
Increased
52,780
+97.5%
$4.1M0.0%$73.96
43

Other major holders of REZ: MENORA MIVTACHIM HOLDINGS LTD., ASSETMARK, INC

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