FOCUS Wealth Advisors, LLC IVV Holdings History
FOCUS Wealth Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, FOCUS Wealth Advisors, LLC held 21,218.00 shares of iShares Core S&P 500 ETF(IVV), totaling $13.17 Mil. This investment constitutes 6.85% of their stock portfolio, and FOCUS Wealth Advisors, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then FOCUS Wealth Advisors, LLC has made 9 purchases of IVV, at an average price of $367.21, for a total of 103,173.00 shares. In addition, there have been 9 sales at an average price of $489.55 for 81,955.00 shares. Based on historical transaction data and IVV's current price of $637.33, FOCUS Wealth Advisors, LLC's estimated gain on his IVV holdings is $15.76 Mil, reflecting a 41.59% gain to date.
FOCUS Wealth Advisors, LLC IVV ($637.33) Holding Chart
FOCUS Wealth Advisors, LLC IVV ($637.33) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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