BlackDiamond Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

BlackDiamond Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$373K	Sell	571 -4	-0.7%	-$2.73K	0.18%	117
2025 Q4	$401K	Sell	575 -4	-0.7%	-$2.72K	0.2%	109
2025 Q3	$388K	Buy	579 +79	+16%	+$50.9K	0.21%	92
2025 Q2	$310K	Sell	500 -96	-16%	-$55.1K	0.18%	110
2025 Q1	$338K	Sell	596 -32	-5%	-$18.9K	0.23%	87
2024 Q4	$370K	Sell	628 -1	-0.2%	-$592	0.21%	101
2024 Q3	$377K	Sell	629 -132	-17%	-$73.4K	0.23%	100
2024 Q2	$406K	Sell	761 -18	-2%	-$9.46K	0.27%	85
2024 Q1	$410K	Sell	779 -14	-2%	-$7K	0.29%	84
2023 Q4	$393K	Buy	793 +30	+4%	+$13.4K	0.29%	77
2023 Q3	$319K	Sell	763 -6	-0.8%	-$2.68K	0.29%	83
2023 Q2	$352K	Buy	769 +16	+2%	+$6.74K	0.3%	79
2023 Q1	$307K	Sell	753 -167	-18%	-$67K	0.31%	74
2022 Q4	$361K	Buy	920 +339	+58%	+$131K	0.41%	67
2022 Q3	$225K	Sell	581 -601	-51%	-$240K	0.27%	92
2022 Q2	$469K	Sell	1,182 -29	-2%	-$11.9K	0.58%	44
2022 Q1	$549K	Buy	1,211 +370	+44%	+$165K	0.66%	40
2021 Q4	$401K	Buy	+841	New	+$388K	0.46%	70

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackDiamond Wealth Management's IVV Position: Q1 2026 in Review

BlackDiamond Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.7% in Q1 2026, selling an estimated $2.73K and leaving 571 shares worth $373K. The position accounts for 0.18% of the portfolio, ranked #117.

BlackDiamond Wealth Management first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $549K in Q1 2022. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

BlackDiamond Wealth Management held 571 shares of iShares Core S&P 500 ETF worth $373K as of Q1 2026.
BlackDiamond Wealth Management sold 4 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.73K.
iShares Core S&P 500 ETF made up 0.18% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #117 holding.
BlackDiamond Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
BlackDiamond Wealth Management's iShares Core S&P 500 ETF position peaked at $549K in Q1 2022.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.