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 Q2	$440K	Sell	567 -4	-0.7%	-$2.91K	0.18%	122
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 $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

BlackDiamond Wealth Management's IVV Position: Q2 2026 in Review

BlackDiamond Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.7% in Q2 2026, selling an estimated $2.91K and leaving 567 shares worth $440K. The position accounts for 0.18% of the portfolio, ranked #122.

BlackDiamond Wealth Management first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $549K in Q1 2022. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

BlackDiamond Wealth Management held 567 shares of iShares Core S&P 500 ETF worth $440K as of Q2 2026.
BlackDiamond Wealth Management sold 4 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.91K.
iShares Core S&P 500 ETF made up 0.18% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #122 holding.
BlackDiamond Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
BlackDiamond Wealth Management's iShares Core S&P 500 ETF position peaked at $549K in Q1 2022.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.