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Ishares Tr shares owned by ShoreHaven Wealth Partners

Quarter-by-quarter ownership of Ishares Tr (HYGW) shares owned by ShoreHaven Wealth Partners from 13F filings

Historical chart of ShoreHaven Wealth Partners investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by ShoreHaven Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by ShoreHaven Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 38k 30.37
2025-06-30 $1.5M 51k 30.61
2025-03-31 $981k 31k 31.45
2024-12-31 $962k 30k 31.77

More positions owned by ShoreHaven Wealth Partners

Ishares Tr S&p 500 Grwt Etf (IVW)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares A I Inno (BAI)
Apple (AAPL)
Wisdomtree Tr Glb Us Qtly Div (DNL)
Ishares Tr Rus Top 200 Etf (IWL)
Spdr Series Trust SPDR S&P1500VL (VLU)
Ishares Tr U S Equity Factr (LRGF)

View all positions for ShoreHaven Wealth Partners

Top funds holding Ishares Tr

Envestnet Asset Management
LPL Financial
Hennion & Walsh Asset Management
Cetera Investment Advisers
Assetmark
Commonwealth Equity Services
Morgan Stanley
Pnc Financial Services
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Diversify Advisory Services
Kelly Financial Services
Mml Investors Services
Advisor Group Holdings
JB Capital

View all funds holding Ishares Tr