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iShares S&P 500 Index shares owned by Great Diamond Partners

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

Historical chart of Great Diamond Partners 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 Great Diamond Partners 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 Great Diamond Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $256k 486 525.73
2023-12-31 $486k 1.0k 477.63
2023-09-30 $437k 1.0k 429.43
2021-12-31 $216k 454 475.77
2019-12-31 $0 0 0.00

More positions owned by Great Diamond Partners

Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Agency Bond Etf (AGZ)
Ishares Tr Core Us Aggbd Et (AGG)
IDEXX Laboratories (IDXX)
Ishares Core Msci Emkt (IEMG)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)
Eli Lilly & Co. (LLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Kla Corp Com New (KLAC)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Great Diamond Partners

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