Focus Partners Wealth IWF holdings history
ISHARES RUSSELL 1000 GROWTH · CUSIP 464287614 · CIK 1542153
As of 2026-06-30, Focus Partners Wealth reported 5.26M IWF (shares), valued at $653.04M, or 0.67% of its reported non-derivative portfolio. Filed 2026-08-12.
Verify history & sources →Shares increased 291.95%; reported value increased 14.46%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.67% | 5,259,237 | SEC filing ↗Filed Aug 12, 2026 |
| Q1 2026 | 0.63% | 1,341,813 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 1.03% | 1,908,493 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 0.95% | 1,324,870 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 0.70% | 756,869 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 0.72% | 791,207 | SEC filing ↗Filed May 15, 2025Amended |
| Q4 2024 | 0.84% | 805,185 | SEC filing ↗Filed May 29, 2025Amended |
| Q3 2024 | 0.33% | 276,363 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 1.66% | 1,354,760 | SEC filing ↗Filed Aug 15, 2024 |
| Q1 2024 | 1.83% | 666,939 | SEC filing ↗Filed May 16, 2024 |
| Q4 2023 | 0.57% | 142,597 | SEC filing ↗Filed Feb 15, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.57% | 142,597 | $43.23M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 15, 2024 |
| Q1 2024 | 1.83% | 666,939 | $224.79M | Shares increased 367.71%; reported value increased 419.98%, and weight changed +1.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 16, 2024 |
| Q2 2024 | 1.66% | 1,354,760 | $493.82M | Shares increased 103.13%; reported value increased 119.68%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 15, 2024 |
| Q3 2024 | 0.33% | 276,363 | $103.74M | Shares decreased 79.60%; reported value decreased 78.99%, and weight changed -1.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 0.84% | 805,185 | $323.35M | Shares increased 191.35%; reported value increased 211.69%, and weight changed +0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 29, 2025 |
| Q1 2025 | 0.72% | 791,207 | $285.70M | Shares decreased 1.74%; reported value decreased 11.64%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 0.70% | 756,869 | $321.35M | Shares decreased 4.34%; reported value increased 12.48%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 0.95% | 1,324,870 | $620.71M | Shares increased 75.05%; reported value increased 93.16%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 1.03% | 1,908,493 | $903.19M | Shares increased 44.05%; reported value increased 45.51%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 0.63% | 1,341,813 | $570.56M | Shares decreased 29.69%; reported value decreased 36.83%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 0.67% | 5,259,237 | $653.04M | Shares increased 291.95%; reported value increased 14.46%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2026 |
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