iShares S&P 500 Growth Index shares owned by ShoreHaven Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by ShoreHaven Wealth Partners
from 13F filings
Historical chart of ShoreHaven Wealth Partners investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by ShoreHaven Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $31M | 255k | 120.72 |
| 2025-06-30 | $28M | 251k | 110.10 |
| 2025-03-31 | $24M | 260k | 92.83 |
| 2024-12-31 | $25M | 241k | 101.53 |
| 2024-09-30 | $23M | 243k | 95.75 |
| 2024-06-30 | $23M | 245k | 92.54 |
| 2024-03-31 | $20M | 233k | 84.44 |
| 2023-12-31 | $19M | 256k | 75.10 |
| 2023-09-30 | $17M | 252k | 68.42 |
| 2023-06-30 | $15M | 214k | 70.48 |
| 2023-03-31 | $12M | 189k | 63.89 |
| 2022-12-31 | $14M | 231k | 58.50 |
| 2022-09-30 | $13M | 223k | 57.85 |
| 2022-06-30 | $13M | 217k | 60.35 |
| 2022-03-31 | $18M | 233k | 76.38 |
| 2021-12-31 | $28M | 334k | 83.67 |
| 2021-09-30 | $25M | 336k | 73.91 |
| 2021-06-30 | $26M | 351k | 72.73 |
| 2021-03-31 | $22M | 337k | 65.11 |
| 2020-12-31 | $22M | 334k | 64.46 |
More positions owned by ShoreHaven Wealth Partners
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