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iShares S&P 500 Index shares owned by Haven Private

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Haven Private from 13F filings

Historical chart of Haven Private investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Haven Private consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Haven Private

Quarter filed Position value Share count Share price at filing
2026-06-30 $289k 386 748.89

More positions owned by Haven Private

Wisdomtree Tr Floatng Rat Trea (USFR)
Columbia Etf Tr I Multi Sec Muni (MUST)
American Centy Etf Tr Avantis Us Larg (AVLC)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Us Infrastruc (IFRA)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Alps Etf Tr Alerian Mlp (AMLP)
American Centy Etf Tr International Lr (AVIV)
Kla Corp Com New (KLAC)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Glb Infrastr Etf (IGF)
American Centy Etf Tr Avan Us Smal Etf (AVSC)
Ea Series Trust Strive Enhanced (BUXX)
Vanguard Wellington Short Trm Tax Ex (VTES)

View all positions for Haven Private

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Millennium Management

View all funds holding iShares S&P 500 Index