Ownership history in Focus Financial Network, Inc. · 8 quarters on record
This page tracks every 13F SEC filing in which Focus Financial Network, Inc. reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 106,343 | +559 | +0.5% | 2.54% | $72.8M | $683.12 |
| 2025 Q3 | REDUCED | 105,784 | -1,844 | -1.7% | 2.52% | $70.8M | $665.17 |
| 2025 Q2 | REDUCED | 107,628 | -82,147 | -43.3% | 2.64% | $66.8M | $615.21 |
| 2025 Q1 | ADDED | 189,775 | +1,279 | +0.7% | 4.36% | $106.6M | $555.02 |
| 2024 Q4 | REDUCED | 188,496 | -7,062 | -3.6% | 4.41% | $111.0M | $579.67 |
| 2024 Q3 | ADDED | 195,558 | +149,248 | +322.3% | 4.61% | $112.8M | $566.00 |
| 2024 Q2 | REDUCED | 46,310 | -138,924 | -75.0% | 1.61% | $12.0M | $534.89 |
| 2024 Q1 | INITIATED | 185,234 | — | — | 4.53% | $93.0M | — |
As of 2025 Q4 — sorted by position size