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iShares S&P 500 Value Index shares owned by Twin Focus Capital Partners

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Twin Focus Capital Partners from 13F filings

Historical chart of Twin Focus Capital Partners 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 Twin Focus Capital Partners 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 Twin Focus Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 15k 206.51
2025-06-30 $1.2M 6.3k 195.42
2023-03-31 $949k 6.3k 151.75
2022-12-31 $980k 6.8k 145.06
2022-09-30 $221k 1.7k 128.41
2022-06-30 $296k 2.2k 137.29
2022-03-31 $209k 1.3k 155.85
2021-12-31 $210k 1.3k 156.60
2020-12-31 $280k 2.2k 128.09
2020-09-30 $246k 2.2k 112.53
2020-06-30 $237k 2.2k 108.42
2020-03-31 $376k 3.9k 96.24
2019-12-31 $509k 3.9k 130.11
2019-09-30 $434k 3.6k 119.07
2019-06-30 $413k 3.5k 116.50
2019-03-31 $334k 3.0k 112.65
2018-12-31 $240k 2.4k 101.05
2018-09-30 $396k 3.4k 115.79
2018-06-30 $401k 3.6k 110.23
2018-03-31 $544k 5.0k 109.28
2017-12-31 $614k 5.4k 114.17
2017-09-30 $592k 5.5k 107.97
2017-06-30 $707k 6.7k 105.01
2017-03-31 $633k 6.1k 104.06
2016-12-31 $1.3M 13k 101.38
2016-09-30 $1.2M 13k 94.99
2016-06-30 $1.2M 13k 92.89
2016-03-31 $1.2M 13k 89.93
2015-12-31 $1.2M 13k 88.55
2015-09-30 $1.1M 13k 84.05
2015-06-30 $1.8M 20k 92.20
2015-03-31 $625k 6.8k 92.59
2014-12-31 $633k 6.8k 93.78
2014-09-30 $608k 6.8k 90.07

More positions owned by Twin Focus Capital Partners

Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Gold Tr Ishares New (IAU)
Dell Technologies CL C (DELL)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Twin Focus Capital Partners

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