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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

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Quarterly reported holdings in iShares S&P 500 Growth Index by Diversified Portfolios

Quarter filed Position value Share count Share price at filing
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

More positions owned by Diversified Portfolios

Vanguard Total Stock Mkt Etf (VTI)
Vanguard Short-Term Bond Index Fund Etf (BSV)
iShares Ultra Short-Term Bond ETF Etf (ICSH)
iShares Core Total USD Bond Market ETF Etf (IUSB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Interm Bond Index ETF Etf (BIV)
SPDR Trust Etf (SPY)
iShares S&P 500 Index (IVV)
DFA Core Emerging Mkt ETF Etf (DFAE)
iShares National Muni Bond ETF Etf (MUB)
Russell 3000 Etf (IWV)
iShares Global REIT ETF Etf (REET)
Vanguard ESG U.S. Stock ETF Etf (ESGV)
DFA Tax-Managed US Marketwide Value II Etf (DFUV)
Vanguard Russell 3000 ETF Etf (VTHR)

View all positions for Diversified Portfolios

Top funds holding iShares S&P 500 Growth Index

Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
UBS Group
Stifel Financial
M^T Bank Corporation
Pnc Financial Services
CWM
Advisor Group Holdings
Mariner Wealth Advisors
Us Bancorp
Regions Bank
Royal Bank of Canada
Commonwealth Equity Services

View all funds holding iShares S&P 500 Growth Index