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 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 $5.7T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return