ShoreHaven Wealth Partners »

iShares S&P 100 Index shares owned by ShoreHaven Wealth Partners

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by ShoreHaven Wealth Partners from 13F filings

Historical chart of ShoreHaven Wealth Partners investment in iShares S&P 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 100 Index held by ShoreHaven Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 100 Index by ShoreHaven Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $607k 2.5k 247.41
2023-12-31 $552k 2.5k 223.39
2023-09-30 $452k 2.3k 200.64
2023-06-30 $445k 2.1k 207.06
2023-03-31 $382k 2.0k 187.04
2022-12-31 $1.2M 7.3k 170.57

More positions owned by ShoreHaven Wealth Partners

Ishares Tr U S Equity Factr (LRGF)
Ishares Tr S&p 500 Grwt Etf (IVW)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Msci Emrg Chn (EMXC)
Spdr Ser Tr SPDR S&P1500VL (VLU)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Apple (AAPL)
Wisdomtree Tr Glb Us Qtly Div (DNL)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for ShoreHaven Wealth Partners

Top funds holding iShares S&P 100 Index

Bank of America Corporation
Fifth Third Bancorp
Jpmorgan Chase & Co
Sigma Investment Counselors
Goldman Sachs Group
Ieq Capital
UBS Group
Wells Fargo & Company
Evoke Wealth
Pnc Financial Services
Advisor Group Holdings
Relative Value Partners
Old National Trust Company
Raymond James Financial Services Advisors
Two Sigma Investments

View all funds holding iShares S&P 100 Index