Number of Shares
107,628.00
Current Holdings Value*
$66.83 Mil
% of Portfolio
2.64%
Total Estimate Gain
$36.84 Mil
% of Total Estimate Gain
38.26%

Focus Financial Network, Inc.'s iShares Core S&P 500 ETF Holding Summary

As of 2025-06-30, Focus Financial Network, Inc. held 107,628.00 shares of iShares Core S&P 500 ETF(IVV), totaling $66.83 Mil. This investment constitutes 2.64% of their stock portfolio, and Focus Financial Network, Inc. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2019Q3. And since then Focus Financial Network, Inc. has made 13 purchases of IVV, at an average price of $413.82, for a total of 232,639.00 shares. In addition, there have been 4 sales at an average price of $521.56 for 125,011.00 shares. Based on historical transaction data and IVV's current price of $630.93, Focus Financial Network, Inc.'s estimated gain on his IVV holdings is $36.84 Mil, reflecting a 38.26% gain to date.

Focus Financial Network, Inc. IVV ($630.93) Holding Chart

Focus Financial Network, Inc. IVV ($630.93) 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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