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iShares S&P 100 Index shares owned by ShoreHaven Wealth Partners

Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by ShoreHaven Wealth Partners from 13F filings

Historical chart of ShoreHaven Wealth Partners investment in iShares S&P 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 100 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 100 Index by ShoreHaven Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $911k 3.3k 276.76
2024-06-30 $623k 2.4k 264.30
2024-03-31 $607k 2.5k 247.41
2023-12-31 $552k 2.5k 223.39
2023-09-30 $452k 2.3k 200.64
2023-06-30 $445k 2.1k 207.06
2023-03-31 $382k 2.0k 187.04
2022-12-31 $1.2M 7.3k 170.57

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 100 Index

Bank of America Corporation
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Morgan Stanley
Goldman Sachs Group
Ieq Capital
Merriman Wealth Management
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Pnc Financial Services
Evoke Wealth
Kovitz Investment Group Partners

View all funds holding iShares S&P 100 Index