iShares S&P 500 Index shares owned by Divergent Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Divergent Wealth Advisors
from 13F filings
Historical chart of Divergent Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Divergent Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $223M | 467k | 477.63 |
| 2023-09-30 | $200M | 466k | 429.43 |
| 2023-06-30 | $244M | 548k | 445.71 |
| 2023-03-31 | $224M | 545k | 411.08 |
| 2022-12-31 | $198M | 516k | 384.21 |
| 2022-09-30 | $172M | 480k | 358.65 |
| 2022-06-30 | $201M | 530k | 379.15 |
| 2022-03-31 | $187M | 413k | 453.69 |
| 2021-12-31 | $162M | 340k | 476.99 |
| 2021-09-30 | $162M | 377k | 430.82 |
| 2021-06-30 | $133M | 310k | 429.92 |
| 2021-03-31 | $124M | 313k | 397.82 |
| 2020-12-31 | $113M | 302k | 375.39 |
| 2020-09-30 | $127M | 378k | 336.06 |
| 2020-06-30 | $44M | 143k | 309.69 |
| 2020-03-31 | $46M | 179k | 258.40 |
| 2019-12-31 | $37M | 115k | 323.24 |
| 2019-09-30 | $42M | 141k | 298.52 |
| 2019-06-30 | $33M | 112k | 294.75 |
| 2019-03-31 | $39M | 138k | 284.56 |
| 2018-12-31 | $38M | 152k | 251.61 |
| 2018-09-30 | $30M | 104k | 289.93 |
| 2018-06-30 | $35M | 127k | 273.05 |
| 2018-03-31 | $32M | 122k | 265.37 |
| 2017-12-31 | $26M | 96k | 268.87 |