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

View all positions for ShoreHaven Wealth Partners

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index