iShares Russell 2000 Index shares owned by Diversified Trust Company
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Diversified Trust Company
from 13F filings
Historical chart of Diversified Trust Company investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Diversified Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 68k | 220.89 |
| 2024-06-30 | $14M | 68k | 202.89 |
| 2024-03-31 | $14M | 68k | 210.30 |
| 2023-12-31 | $14M | 70k | 200.71 |
| 2023-09-30 | $13M | 71k | 176.74 |
| 2023-06-30 | $14M | 73k | 187.27 |
| 2023-03-31 | $12M | 67k | 178.40 |
| 2022-12-31 | $11M | 62k | 174.36 |
| 2022-09-30 | $10M | 63k | 164.92 |
| 2022-06-30 | $12M | 72k | 169.35 |
| 2022-03-31 | $13M | 61k | 205.27 |
| 2021-12-31 | $14M | 63k | 222.45 |
| 2021-09-30 | $13M | 61k | 218.74 |
| 2021-06-30 | $18M | 77k | 229.37 |
| 2021-03-31 | $13M | 60k | 220.94 |
| 2020-12-31 | $12M | 63k | 196.06 |
| 2020-09-30 | $9.6M | 64k | 149.80 |
| 2020-06-30 | $9.3M | 65k | 143.19 |
| 2020-03-31 | $7.5M | 65k | 114.46 |
| 2019-12-31 | $11M | 64k | 165.67 |
| 2019-09-30 | $12M | 80k | 151.34 |
| 2019-06-30 | $10M | 67k | 155.51 |
| 2019-03-31 | $10M | 67k | 153.10 |
| 2018-12-31 | $8.8M | 66k | 133.89 |
| 2018-09-30 | $11M | 67k | 168.56 |
| 2018-06-30 | $11M | 68k | 163.77 |
| 2018-03-31 | $10M | 68k | 151.83 |
| 2017-12-31 | $12M | 77k | 152.47 |
| 2017-09-30 | $12M | 82k | 148.18 |
| 2017-06-30 | $12M | 85k | 140.92 |
| 2017-03-31 | $12M | 84k | 137.48 |
| 2016-12-31 | $11M | 82k | 134.85 |
| 2016-09-30 | $10M | 82k | 124.21 |
| 2016-06-30 | $22M | 191k | 114.98 |
| 2016-03-31 | $19M | 168k | 110.63 |
| 2015-12-31 | $22M | 198k | 112.62 |
| 2015-09-30 | $23M | 208k | 109.20 |
| 2015-06-30 | $28M | 222k | 124.86 |
| 2015-03-31 | $27M | 217k | 124.37 |
| 2014-12-31 | $22M | 185k | 119.62 |
| 2014-06-30 | $19M | 162k | 118.81 |
| 2013-12-31 | $7.7M | 67k | 115.36 |
| 2013-09-30 | $7.9M | 74k | 106.61 |
| 2013-06-30 | $9.8M | 101k | 97.01 |