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iShares S&P MidCap 400 Index shares owned by Marietta Wealth Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Marietta Wealth Management from 13F filings

Historical chart of Marietta Wealth Management investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Marietta Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Index by Marietta Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $18M 295k 62.32
2024-06-30 $17M 287k 58.52
2024-03-31 $18M 292k 60.74
2023-12-31 $16M 58k 277.15
2023-09-30 $15M 58k 249.35
2023-06-30 $15M 56k 261.48
2023-03-31 $14M 54k 250.16
2022-12-31 $12M 48k 241.89
2022-09-30 $10M 48k 219.26
2022-06-30 $9.2M 41k 226.23
2022-03-31 $10M 38k 268.34
2021-12-31 $11M 37k 283.09
2021-09-30 $9.6M 37k 263.07
2021-06-30 $9.4M 35k 268.73
2021-03-31 $8.8M 34k 260.27
2020-12-31 $8.1M 35k 229.84
2020-09-30 $6.7M 36k 185.32
2020-06-30 $7.2M 41k 177.82
2020-03-31 $7.5M 52k 143.86
2019-12-31 $10M 49k 205.83
2019-09-30 $8.9M 46k 193.23
2019-06-30 $8.6M 44k 194.27
2019-03-31 $8.3M 44k 189.40
2018-12-31 $6.8M 41k 166.06
2018-09-30 $6.9M 34k 201.28
2018-06-30 $6.1M 31k 194.78
2018-03-31 $5.6M 30k 187.55
2017-12-31 $5.4M 28k 189.77
2017-09-30 $5.1M 29k 178.90
2017-06-30 $4.7M 27k 173.97
2017-03-31 $4.6M 27k 171.21
2016-12-31 $4.5M 27k 165.33