Marietta Wealth Management »

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Marietta Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Marietta Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $17M 149k 116.96
2024-06-30 $15M 144k 106.66
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