iShares S&P SmallCap 600 Index shares owned by Marietta Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Marietta Wealth Management
from 13F filings
Historical chart of Marietta Wealth Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Marietta Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $16M | 145k | 110.52 |
| 2023-12-31 | $15M | 141k | 108.25 |
| 2023-09-30 | $14M | 143k | 94.33 |
| 2023-06-30 | $13M | 132k | 99.65 |
| 2023-03-31 | $11M | 108k | 96.70 |
| 2022-12-31 | $9.8M | 104k | 94.64 |
| 2022-09-30 | $9.2M | 105k | 87.19 |
| 2022-06-30 | $10M | 111k | 92.41 |
| 2022-03-31 | $11M | 98k | 107.88 |
| 2021-12-31 | $11M | 94k | 114.51 |
| 2021-09-30 | $9.3M | 85k | 109.19 |
| 2021-06-30 | $9.1M | 81k | 112.98 |
| 2021-03-31 | $8.4M | 78k | 108.53 |
| 2020-12-31 | $7.7M | 84k | 91.90 |
| 2020-09-30 | $6.0M | 85k | 70.23 |
| 2020-06-30 | $6.2M | 90k | 68.29 |
| 2020-03-31 | $6.6M | 119k | 56.11 |
| 2019-12-31 | $8.8M | 105k | 83.85 |
| 2019-09-30 | $7.7M | 99k | 77.84 |
| 2019-06-30 | $7.2M | 92k | 78.28 |
| 2019-03-31 | $7.2M | 94k | 77.15 |
| 2018-12-31 | $6.0M | 87k | 69.32 |
| 2018-09-30 | $6.7M | 76k | 87.25 |
| 2018-06-30 | $5.7M | 69k | 83.46 |
| 2018-03-31 | $5.1M | 66k | 77.02 |
| 2017-12-31 | $4.5M | 59k | 76.80 |
| 2017-09-30 | $4.4M | 59k | 74.21 |
| 2017-06-30 | $4.1M | 58k | 70.10 |
| 2017-03-31 | $4.0M | 58k | 69.16 |
| 2016-12-31 | $4.0M | 29k | 137.52 |
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