Focus Partners Wealth
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Focus Partners Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Focus Partners Wealth’s Portfolio IWB Stock Details IWB Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$636M Buy
2025
Q2 		$317M Buy
2025
Q1 		$281M Sell
2024
Q4 		$296M Buy
2024
Q3 		$237M Sell
2024
Q2 		$494M Buy
2024
Q1 		$223M Buy
2023
Q4 		$163M Buy