Back to FW Focus Partners Wealth

SDGSDG
6 quarters

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

Yes. Focus Partners Wealth holds 12,857 shares of SDG, worth $1.1M, as of its Q2 2026 13F filing. The share count is unchanged from Q1 2026. Focus Partners Wealth has held SDG since Q1 2025, across 6 quarterly 13F filings.

Current Value

$1.1M

Current Shares

12,857

Total Value Change

+$621,506

Total Shares Change

+5,559

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
12,857
0.0%
$1.1M0.0%$89.43
0
2026-Q1
Unchanged
12,857
0.0%
$1.1M0.0%$83.34
0
2025-Q4
Unchanged
12,857
0.0%
$1.1M0.0%$83.61
0
2025-Q3
Decreased
12,857
-1.5%
$1.1M0.0%$81.76
0
2025-Q2
Increased
13,054
+78.9%
$990,2720.0%$74.55
38
2025-Q1
New
7,298
-
$528,3030.0%$70.37
33

Other major holders of SDG: JANE STREET GROUP, LLC, COMMONWEALTH EQUITY SERVICES, LLC

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