iShares S&P 500 Growth Index shares owned by Whittier Trust
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Whittier Trust
from 13F filings
Historical chart of Whittier Trust investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Whittier Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.0M | 42k | 95.75 |
| 2024-06-30 | $3.9M | 42k | 92.54 |
| 2024-03-31 | $3.5M | 42k | 84.44 |
| 2023-12-31 | $3.2M | 42k | 75.10 |
| 2023-09-30 | $3.0M | 43k | 68.42 |
| 2023-06-30 | $3.0M | 43k | 70.47 |
| 2023-03-31 | $2.7M | 43k | 63.88 |
| 2022-12-31 | $2.5M | 43k | 58.50 |
| 2022-09-30 | $2.5M | 43k | 57.83 |
| 2022-06-30 | $2.6M | 43k | 60.35 |
| 2022-03-31 | $3.0M | 39k | 76.39 |
| 2021-12-31 | $3.3M | 39k | 83.67 |
| 2021-09-30 | $2.9M | 39k | 73.89 |
| 2021-06-30 | $2.8M | 39k | 72.73 |
| 2021-03-31 | $2.3M | 35k | 65.12 |
| 2020-12-31 | $2.3M | 35k | 63.82 |
| 2020-09-30 | $2.0M | 8.8k | 231.07 |
| 2020-06-30 | $1.8M | 8.8k | 207.43 |
| 2020-03-31 | $1.5M | 9.3k | 165.08 |
| 2019-12-31 | $1.8M | 9.3k | 193.59 |
| 2019-09-30 | $1.5M | 8.3k | 180.06 |
| 2019-06-30 | $1.4M | 8.0k | 179.28 |
| 2019-03-31 | $2.9M | 17k | 172.37 |
| 2018-12-31 | $2.3M | 15k | 150.65 |
| 2018-09-30 | $2.6M | 15k | 177.18 |
| 2018-06-30 | $194k | 1.8k | 105.04 |
| 2018-03-31 | $2.3M | 15k | 155.09 |
| 2017-12-31 | $1.6M | 11k | 152.81 |
| 2017-09-30 | $283k | 2.0k | 143.51 |
| 2017-06-30 | $253k | 1.8k | 136.98 |
| 2017-03-31 | $243k | 1.8k | 131.56 |
| 2016-12-31 | $225k | 1.8k | 121.82 |
| 2016-09-30 | $225k | 1.8k | 121.82 |
| 2016-06-30 | $215k | 1.8k | 116.40 |
| 2016-03-31 | $214k | 1.8k | 115.86 |
| 2015-12-31 | $214k | 1.8k | 115.86 |
| 2015-09-30 | $199k | 1.8k | 107.74 |
| 2015-06-30 | $210k | 1.8k | 113.70 |
| 2015-03-31 | $210k | 1.8k | 113.70 |
| 2014-12-31 | $206k | 1.8k | 111.53 |
| 2014-09-30 | $197k | 1.8k | 106.66 |
| 2014-06-30 | $194k | 1.8k | 105.04 |
| 2014-03-31 | $198k | 2.0k | 99.90 |
| 2013-12-31 | $196k | 2.0k | 98.89 |
| 2013-09-30 | $175k | 2.0k | 89.29 |
| 2013-06-30 | $165k | 2.0k | 84.18 |
| 2012-03-31 | $59k | 780 | 75.64 |