iShares S&P 500 Index shares owned by FOCUS Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by FOCUS Wealth Advisors
from 13F filings
Historical chart of FOCUS Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by FOCUS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $30M | 58k | 525.73 |
| 2023-12-31 | $28M | 58k | 477.63 |
| 2023-09-30 | $25M | 57k | 429.43 |
| 2023-06-30 | $26M | 57k | 445.71 |
| 2023-03-31 | $40M | 96k | 411.08 |
| 2022-12-31 | $37M | 95k | 384.21 |
| 2022-09-30 | $35M | 97k | 358.65 |
| 2022-06-30 | $38M | 99k | 379.15 |
| 2022-03-31 | $45M | 99k | 453.69 |
| 2021-12-31 | $48M | 101k | 476.99 |
| 2021-09-30 | $40M | 93k | 430.82 |
| 2021-06-30 | $39M | 92k | 429.92 |
| 2021-03-31 | $36M | 90k | 402.07 |
| 2020-12-31 | $33M | 88k | 375.39 |