iShares S&P 500 Index shares owned by Diversified Portfolios
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Diversified Portfolios
from 13F filings
Historical chart of Diversified Portfolios investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Diversified Portfolios
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $22M | 38k | 576.82 |
| 2024-06-30 | $21M | 38k | 547.23 |
| 2024-03-31 | $20M | 39k | 525.73 |
| 2023-12-31 | $18M | 37k | 477.63 |
| 2023-09-30 | $14M | 33k | 429.43 |
| 2023-06-30 | $14M | 32k | 445.71 |
| 2023-03-31 | $13M | 32k | 411.08 |
| 2022-12-31 | $11M | 29k | 384.21 |
| 2022-09-30 | $2.0M | 5.7k | 358.58 |
| 2022-06-30 | $3.5M | 9.1k | 379.20 |
| 2022-03-31 | $2.2M | 4.8k | 453.74 |
| 2021-12-31 | $2.2M | 4.6k | 476.96 |
| 2021-09-30 | $2.0M | 4.7k | 430.89 |
| 2021-06-30 | $2.0M | 4.7k | 429.91 |
| 2021-03-31 | $1.9M | 4.7k | 397.81 |
| 2020-12-31 | $1.8M | 4.7k | 375.45 |
| 2020-09-30 | $1.7M | 5.1k | 336.13 |
| 2020-06-30 | $1.8M | 5.8k | 309.69 |
| 2020-03-31 | $1.5M | 5.9k | 258.39 |
| 2019-12-31 | $1.9M | 6.0k | 323.20 |
| 2019-09-30 | $1.8M | 6.1k | 298.60 |
| 2019-06-30 | $1.8M | 6.2k | 294.78 |
| 2019-03-31 | $1.5M | 5.4k | 284.60 |
| 2018-12-31 | $1.4M | 5.4k | 251.63 |
| 2018-09-30 | $1.5M | 5.3k | 292.75 |
| 2018-06-30 | $1.5M | 5.4k | 273.07 |
| 2018-03-31 | $1.4M | 5.2k | 265.29 |
| 2017-12-31 | $1.3M | 4.8k | 268.77 |
| 2017-09-30 | $1.2M | 4.9k | 252.86 |
| 2017-06-30 | $1.1M | 4.5k | 243.49 |
| 2017-03-31 | $1.2M | 4.9k | 237.20 |
| 2016-12-31 | $1.1M | 4.9k | 225.05 |
| 2016-09-30 | $1.1M | 4.9k | 217.67 |
| 2016-06-30 | $1.1M | 5.0k | 210.47 |
| 2016-03-31 | $1.0M | 5.0k | 206.69 |
| 2015-12-31 | $1.0M | 5.0k | 204.90 |
| 2015-09-30 | $968k | 5.0k | 192.75 |
| 2015-06-30 | $1.1M | 5.0k | 209.88 |
| 2015-03-31 | $1.0M | 5.0k | 207.89 |
| 2014-12-31 | $1.3M | 6.1k | 206.88 |