ShoreHaven Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

ShoreHaven Wealth Partners’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$304K	Buy	406 +1	+0.2%	+$728	0.1%	88
2026 Q1	$264K	Buy	405 +2	+0.5%	+$1.37K	0.09%	90
2025 Q4	$276K	Sell	403 -8	-2%	-$5.43K	0.1%	89
2025 Q3	$275K	Buy	411 +42	+11%	+$27.1K	0.1%	88
2025 Q2	$229K	Sell	369 -165	-31%	-$94.7K	0.09%	87
2025 Q1	$301K	Hold	534	–	–	0.14%	75
2024 Q4	$315K	Sell	534 -5	-0.9%	-$2.96K	0.15%	72
2024 Q3	$311K	Sell	539 -3	-0.6%	-$1.67K	0.15%	69
2024 Q2	$297K	Buy	542 +3	+0.6%	+$1.58K	0.16%	67
2024 Q1	$284K	Buy	539 +9	+2%	+$4.5K	0.16%	69
2023 Q4	$253K	Buy	+530	New	+$237K	0.15%	69

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

ShoreHaven Wealth Partners's IVV Position: Q2 2026 in Review

ShoreHaven Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 0.25% in Q2 2026, buying an estimated $728 and bringing the position to 406 shares worth $304K. The position accounts for 0.1% of the portfolio, ranked #88.

ShoreHaven Wealth Partners first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $315K in Q4 2024. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

ShoreHaven Wealth Partners held 406 shares of iShares Core S&P 500 ETF worth $304K as of Q2 2026.
ShoreHaven Wealth Partners bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
iShares Core S&P 500 ETF made up 0.1% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #88 holding.
ShoreHaven Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
ShoreHaven Wealth Partners's iShares Core S&P 500 ETF position peaked at $315K in Q4 2024.
4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.