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
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 100 Index by ShoreHaven Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 8.3k | 332.84 |
| 2025-06-30 | $3.1M | 10k | 304.35 |
| 2025-03-31 | $2.8M | 10k | 270.83 |
| 2024-12-31 | $949k | 3.3k | 288.85 |
| 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
View all positions for ShoreHaven Wealth Partners