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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Focus Financial Network consolidated in one spreadsheet with up to 7 years of data

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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
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