iShares S&P 500 Index shares owned by BlackDiamond Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by BlackDiamond Wealth Management
from 13F filings
Historical chart of BlackDiamond Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by BlackDiamond Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $410k | 779 | 525.73 |
| 2023-12-31 | $393k | 793 | 495.05 |
| 2023-09-30 | $319k | 763 | 417.45 |
| 2023-06-30 | $352k | 769 | 457.84 |
| 2023-03-31 | $307k | 753 | 407.83 |
| 2022-12-31 | $361k | 920 | 392.36 |
| 2022-09-30 | $225k | 581 | 387.26 |
| 2022-06-30 | $469k | 1.2k | 396.79 |
| 2022-03-31 | $549k | 1.2k | 453.34 |
| 2021-12-31 | $401k | 841 | 476.81 |
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