iShares S&P 500 Growth Index shares owned by Diversified Trust Company
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Diversified Trust Company
from 13F filings
Historical chart of Diversified Trust Company investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Diversified Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 43k | 120.72 |
| 2025-06-30 | $1.3M | 12k | 110.10 |
| 2025-03-31 | $929k | 10k | 92.83 |
| 2024-12-31 | $686k | 6.8k | 101.53 |
| 2024-09-30 | $647k | 6.8k | 95.75 |
| 2024-06-30 | $688k | 7.4k | 92.54 |
| 2024-03-31 | $637k | 7.5k | 84.44 |
| 2023-12-31 | $567k | 7.5k | 75.10 |
| 2023-09-30 | $517k | 7.5k | 68.42 |
| 2023-06-30 | $562k | 8.0k | 70.48 |
| 2023-03-31 | $339k | 5.3k | 63.89 |
| 2022-12-31 | $420k | 7.2k | 58.54 |
| 2022-09-30 | $429k | 7.4k | 57.82 |
| 2022-06-30 | $448k | 7.4k | 60.38 |
| 2022-03-31 | $631k | 8.3k | 76.40 |
| 2021-12-31 | $415k | 5.0k | 83.77 |
| 2021-09-30 | $460k | 6.2k | 73.99 |
| 2021-06-30 | $750k | 10k | 72.74 |
| 2021-03-31 | $641k | 9.9k | 65.07 |
| 2020-12-31 | $629k | 9.9k | 63.85 |
| 2020-09-30 | $569k | 2.5k | 231.21 |
| 2020-06-30 | $511k | 2.5k | 207.72 |
| 2020-03-31 | $406k | 2.5k | 165.31 |