iShares S&P 500 Index shares owned by Focused Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Focused Wealth Management
from 13F filings
Historical chart of Focused Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Focused Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.1k | 669.14 |
| 2025-06-30 | $1.3M | 2.1k | 620.83 |
| 2025-03-31 | $1.2M | 2.1k | 561.91 |
| 2024-12-31 | $1.3M | 2.2k | 588.62 |
| 2024-09-30 | $1.3M | 2.2k | 576.91 |
| 2024-06-30 | $1.2M | 2.2k | 547.27 |
| 2024-03-31 | $1.2M | 2.2k | 525.79 |
| 2023-12-31 | $1.0M | 2.2k | 477.64 |
| 2023-09-30 | $939k | 2.2k | 429.46 |
| 2023-06-30 | $974k | 2.2k | 445.74 |
| 2023-03-31 | $889k | 2.2k | 411.16 |
| 2022-12-31 | $829k | 2.2k | 384.18 |
| 2022-09-30 | $769k | 2.1k | 358.84 |
| 2022-06-30 | $841k | 2.2k | 379.17 |
| 2022-03-31 | $1.0M | 2.3k | 453.74 |
| 2021-12-31 | $1.1M | 2.2k | 476.99 |
| 2021-09-30 | $952k | 2.2k | 430.57 |
| 2021-06-30 | $970k | 2.3k | 429.77 |
| 2021-03-31 | $910k | 2.3k | 397.55 |
| 2020-12-31 | $847k | 2.3k | 375.44 |
| 2020-09-30 | $733k | 2.2k | 335.93 |
| 2020-06-30 | $751k | 2.4k | 309.56 |
| 2020-03-31 | $626k | 2.4k | 258.25 |
| 2019-12-31 | $790k | 2.4k | 323.11 |
| 2019-09-30 | $759k | 2.5k | 298.47 |
| 2019-06-30 | $783k | 2.7k | 294.92 |
| 2019-03-31 | $757k | 2.7k | 284.59 |
| 2018-12-31 | $756k | 3.0k | 251.75 |
| 2018-09-30 | $863k | 2.9k | 292.64 |
| 2018-06-30 | $834k | 3.1k | 273.00 |
| 2018-03-31 | $839k | 3.2k | 265.34 |
| 2017-12-31 | $880k | 3.3k | 268.95 |
| 2017-09-30 | $1.1M | 4.3k | 253.00 |
| 2017-06-30 | $980k | 4.0k | 243.30 |
| 2017-03-31 | $983k | 4.1k | 237.27 |
| 2016-12-31 | $949k | 4.2k | 224.88 |
| 2016-09-30 | $949k | 4.4k | 217.56 |
| 2016-06-30 | $1.1M | 5.4k | 210.44 |
| 2016-03-31 | $1.6M | 7.7k | 206.67 |
| 2015-12-31 | $4.2M | 20k | 204.87 |
| 2015-09-30 | $3.9M | 20k | 192.71 |
| 2015-06-30 | $4.2M | 20k | 207.20 |
| 2015-03-31 | $4.3M | 21k | 207.83 |
| 2014-12-31 | $4.2M | 21k | 206.84 |
| 2014-09-30 | $3.8M | 19k | 198.27 |
| 2014-06-30 | $3.7M | 19k | 197.01 |
| 2014-03-31 | $3.5M | 19k | 188.12 |
| 2013-12-31 | $3.4M | 19k | 185.66 |
| 2013-09-30 | $3.2M | 19k | 168.90 |