iShares S&P 1500 Index Fund shares owned by Marietta Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Marietta Wealth Management
from 13F filings
Historical chart of Marietta Wealth Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Marietta Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $478k | 4.1k | 115.30 |
| 2023-12-31 | $450k | 4.3k | 105.23 |
| 2023-09-30 | $408k | 4.3k | 94.19 |
| 2023-06-30 | $408k | 4.2k | 97.84 |
| 2023-03-31 | $334k | 3.7k | 90.55 |
| 2022-12-31 | $311k | 3.7k | 84.80 |
| 2022-09-30 | $345k | 4.3k | 79.44 |
| 2022-06-30 | $350k | 4.2k | 83.69 |
| 2022-03-31 | $396k | 3.9k | 100.89 |
| 2021-12-31 | $294k | 2.8k | 106.87 |
| 2021-09-30 | $265k | 2.7k | 98.40 |
| 2021-06-30 | $254k | 2.6k | 98.91 |
| 2021-03-31 | $204k | 2.2k | 91.81 |
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