iShares S&P 500 Index shares owned by Diversified
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Diversified
from 13F filings
Historical chart of Diversified investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Diversified
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $46M | 85k | 547.23 |
| 2024-03-31 | $42M | 80k | 525.73 |
| 2023-12-31 | $25M | 52k | 477.63 |
| 2023-09-30 | $18M | 41k | 429.43 |
| 2023-06-30 | $18M | 40k | 445.71 |
| 2023-03-31 | $16M | 38k | 411.08 |
| 2022-12-31 | $17M | 43k | 384.21 |
| 2022-09-30 | $12M | 32k | 358.62 |
| 2022-06-30 | $11M | 28k | 379.11 |
| 2022-03-31 | $6.5M | 14k | 453.63 |
| 2021-12-31 | $1.7M | 3.5k | 477.36 |
| 2021-09-30 | $2.1M | 4.8k | 430.62 |
| 2021-06-30 | $1.6M | 3.6k | 429.72 |
| 2021-03-31 | $1.8M | 4.4k | 402.25 |
| 2020-12-31 | $2.2M | 5.8k | 374.72 |