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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
2024-03-31 $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)
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

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