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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.92M Sell
6,573
-476
-7% -$347K 1.05% 23
2026
Q1
$4.6M Buy
7,049
+494
+8% +$337K 0.79% 25
2025
Q4
$4.49M Buy
+6,555
New +$4.45M 1.05% 23

Other funds holding IVV

Diversified Management's IVV Position: Q2 2026 in Review

Diversified Management reduced its iShares Core S&P 500 ETF (IVV) stake by 6.8% in Q2 2026, selling an estimated $347K and leaving 6,573 shares worth $4.92M. The position accounts for 1.05% of the portfolio, ranked #23.

Diversified Management first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,077 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Diversified Management held 6,573 shares of iShares Core S&P 500 ETF worth $4.92M as of Q2 2026.
  • Diversified Management sold 476 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $347K.
  • iShares Core S&P 500 ETF made up 1.05% of Diversified Management's portfolio in Q2 2026, its #23 holding.
  • Diversified Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 4,077 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Diversified Management's 13F filing for Q2 2026, filed 10 Jul 2026.