iShares S&P 500 Value Index shares owned by Focus Financial Network
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Focus Financial Network
from 13F filings
Historical chart of Focus Financial Network investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Focus Financial Network
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 61k | 206.51 |
| 2025-06-30 | $12M | 59k | 195.42 |
| 2025-03-31 | $11M | 58k | 190.58 |
| 2024-12-31 | $8.9M | 47k | 190.88 |
| 2024-09-30 | $8.5M | 43k | 197.17 |
| 2024-06-30 | $8.0M | 42k | 190.30 |
| 2024-03-31 | $7.2M | 41k | 176.91 |
| 2023-09-30 | $2.4M | 16k | 154.68 |
| 2023-06-30 | $2.4M | 15k | 161.19 |
| 2023-03-31 | $2.2M | 15k | 151.76 |
| 2022-12-31 | $2.1M | 15k | 145.07 |
| 2022-09-30 | $1.8M | 14k | 128.52 |
| 2022-06-30 | $1.9M | 14k | 137.46 |
| 2022-03-31 | $2.0M | 13k | 155.72 |
| 2021-12-31 | $3.0M | 19k | 156.63 |
| 2021-09-30 | $2.8M | 20k | 145.42 |
| 2021-06-30 | $2.8M | 19k | 147.64 |
| 2021-03-31 | $2.8M | 20k | 141.24 |
| 2020-12-31 | $1.7M | 14k | 128.02 |
| 2020-09-30 | $1.7M | 15k | 112.45 |
| 2020-06-30 | $1.7M | 16k | 108.21 |
| 2020-03-31 | $1.5M | 16k | 96.25 |
| 2019-12-31 | $2.0M | 16k | 130.09 |
| 2019-09-30 | $1.8M | 15k | 119.14 |
| 2019-06-30 | $1.9M | 16k | 116.57 |
| 2019-03-31 | $1.8M | 16k | 112.74 |