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iShares S&P 500 Index shares owned by Diversified Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Diversified Management from 13F filings

Historical chart of Diversified Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Diversified Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Diversified Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.5M 6.6k 684.90

More positions owned by Diversified Management

Rockwell Automation (ROK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Apple (AAPL)
Willscot Hldgs Corp Com Cl A (WSC)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Listed Fds Tr Horizon Kinetics (INFL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Amazon (AMZN)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Diversified Management

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Capula Management
LPL Financial

View all funds holding iShares S&P 500 Index