Great Diamond Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Great Diamond Partners’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	$481K	Hold	642	–	–	0.08%	167
2026 Q1	$419K	Hold	642	–	–	0.08%	175
2025 Q4	$440K	Sell	642 -5	-0.8%	-$3.4K	0.08%	166
2025 Q3	$433K	Hold	647	–	–	0.08%	165
2025 Q2	$402K	Buy	+647	New	+$371K	0.08%	162
2024 Q2	–	Sell	-486	Closed	-$256K	–	220
2024 Q1	$256K	Sell	486 -532	-52%	-$266K	0.06%	193
2023 Q4	$486K	Hold	1,018	–	–	0.12%	135
2023 Q3	$437K	Buy	+1,018	New	+$455K	0.12%	139
2022 Q1	–	Sell	-454	Closed	-$216K	–	224
2021 Q4	$216K	Buy	+454	New	+$209K	0.06%	209

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

Great Diamond Partners's IVV Position: Q2 2026 in Review

Great Diamond Partners held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 642 shares worth $481K. The position accounts for 0.08% of the portfolio, ranked #167.

Great Diamond Partners first reported a position in IVV in Q4 2021 and has held it in 9 quarters since. The position peaked at $486K in Q4 2023. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Great Diamond Partners held 642 shares of iShares Core S&P 500 ETF worth $481K as of Q2 2026.
Great Diamond Partners left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.08% of Great Diamond Partners's portfolio in Q2 2026, its #167 holding.
Great Diamond Partners first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 9 quarters since.
Great Diamond Partners's iShares Core S&P 500 ETF position peaked at $486K in Q4 2023.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.