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iShares S&P 500 Index shares owned by ShoreHaven Wealth Partners

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

Historical chart of ShoreHaven Wealth Partners 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 ShoreHaven Wealth Partners 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 ShoreHaven Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $275k 411 669.42
2025-06-30 $229k 369 621.30
2025-03-31 $301k 534 562.77
2024-12-31 $315k 534 589.54
2024-09-30 $311k 539 577.80
2024-06-30 $297k 542 547.32
2024-03-31 $284k 539 526.34
2023-12-31 $253k 530 477.27

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 S&P 500 Index

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

View all funds holding iShares S&P 500 Index