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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Diversified Portfolios 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 Portfolios

Quarter filed Position value Share count Share price at filing
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

More positions owned by Diversified Portfolios

Vanguard Total Stock Mkt Etf (VTI)
Vanguard Short-Term Bond Index Fund Etf (BSV)
iShares Ultra Short-Term Bond ETF Etf (ICSH)
iShares Core Total USD Bond Market ETF Etf (IUSB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Interm Bond Index ETF Etf (BIV)
SPDR Trust Etf (SPY)
iShares S&P 500 Index (IVV)
DFA Core Emerging Mkt ETF Etf (DFAE)
iShares National Muni Bond ETF Etf (MUB)
Russell 3000 Etf (IWV)
iShares Global REIT ETF Etf (REET)
Vanguard ESG U.S. Stock ETF Etf (ESGV)
DFA Tax-Managed US Marketwide Value II Etf (DFUV)
Vanguard Russell 3000 ETF Etf (VTHR)

View all positions for Diversified Portfolios

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index