Ishares Tr rus200 val idx shares owned by Diversified Trust Company
Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Diversified Trust Company
from 13F filings
Historical chart of Diversified Trust Company investment in Ishares Tr rus200 val idx
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All positions including Ishares Tr rus200 val idx held by Diversified Trust Company consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ishares Tr rus200 val idx by Diversified Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $276k | 3.1k | 87.88 |
| 2025-06-30 | $264k | 3.1k | 84.19 |
| 2025-03-31 | $258k | 3.1k | 82.18 |
| 2024-12-31 | $248k | 3.1k | 79.03 |