iShares S&P 500 Growth Index shares owned by Diversified Portfolios
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Diversified Portfolios
from 13F filings
Historical chart of Diversified Portfolios investment in iShares S&P 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Diversified Portfolios consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Growth Index by Diversified Portfolios
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 35k | 120.72 |
| 2025-06-30 | $3.8M | 35k | 110.10 |
| 2025-03-31 | $3.2M | 35k | 92.83 |
| 2024-12-31 | $3.5M | 35k | 101.53 |
| 2024-09-30 | $3.4M | 36k | 95.75 |
| 2024-06-30 | $3.3M | 36k | 92.54 |
| 2024-03-31 | $3.0M | 36k | 84.44 |
| 2023-12-31 | $2.7M | 36k | 75.10 |
| 2023-09-30 | $2.5M | 37k | 68.42 |
| 2023-06-30 | $2.7M | 38k | 70.48 |
| 2023-03-31 | $2.4M | 38k | 63.89 |
| 2022-12-31 | $2.2M | 38k | 58.50 |
| 2022-09-30 | $2.2M | 38k | 57.86 |
| 2022-06-30 | $2.3M | 38k | 60.35 |
| 2022-03-31 | $3.0M | 39k | 76.39 |
| 2021-12-31 | $3.7M | 44k | 83.68 |
| 2021-09-30 | $3.3M | 44k | 73.91 |
| 2021-06-30 | $3.2M | 44k | 72.73 |
| 2021-03-31 | $3.1M | 47k | 65.10 |
| 2020-12-31 | $3.2M | 51k | 63.82 |
| 2020-09-30 | $3.0M | 13k | 231.06 |
| 2020-06-30 | $2.7M | 13k | 207.47 |
| 2020-03-31 | $2.1M | 13k | 165.06 |
| 2019-12-31 | $2.5M | 13k | 193.65 |
| 2019-09-30 | $2.4M | 14k | 180.02 |
| 2019-06-30 | $2.4M | 14k | 179.20 |
| 2019-03-31 | $2.4M | 14k | 172.32 |
| 2018-12-31 | $2.1M | 14k | 150.68 |
| 2018-09-30 | $2.5M | 14k | 177.20 |
| 2018-06-30 | $2.4M | 15k | 162.64 |
| 2018-03-31 | $2.4M | 16k | 155.07 |
| 2017-12-31 | $2.5M | 16k | 152.76 |
| 2017-09-30 | $2.5M | 17k | 143.40 |
| 2017-06-30 | $2.3M | 17k | 136.83 |
| 2017-03-31 | $2.5M | 19k | 131.52 |
| 2016-12-31 | $2.5M | 20k | 121.80 |
| 2016-09-30 | $3.1M | 25k | 121.67 |
| 2016-06-30 | $3.0M | 26k | 116.58 |
| 2016-03-31 | $3.0M | 26k | 115.91 |
| 2015-12-31 | $3.0M | 26k | 115.81 |
| 2015-09-30 | $2.9M | 27k | 107.80 |
| 2015-06-30 | $3.2M | 27k | 116.74 |
| 2015-03-31 | $3.2M | 28k | 113.95 |
| 2014-12-31 | $3.2M | 29k | 111.58 |