Number of Shares
21,218.00
Current Holdings Value*
$13.17 Mil
% of Portfolio
6.85%
Total Estimate Gain
$15.64 Mil
% of Total Estimate Gain
41.28%

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 $631.74, FOCUS Wealth Advisors, LLC's estimated gain on his IVV holdings is $15.64 Mil, reflecting a 41.28% gain to date.

FOCUS Wealth Advisors, LLC IVV ($631.74) Holding Chart

FOCUS Wealth Advisors, LLC IVV ($631.74) 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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