iShares Morningstar Large Growth shares owned by Marietta Wealth Management
Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Marietta Wealth Management
from 13F filings
Historical chart of Marietta Wealth Management investment in iShares Morningstar Large Growth
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All positions including iShares Morningstar Large Growth held by Marietta Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Morningstar Large Growth by Marietta Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $5.5M | 65k | 84.04 |
2024-06-30 | $5.2M | 64k | 81.41 |
2024-03-31 | $5.0M | 66k | 75.48 |
2023-12-31 | $4.5M | 66k | 67.82 |
2023-09-30 | $3.9M | 66k | 59.65 |
2023-06-30 | $4.1M | 66k | 62.34 |
2023-03-31 | $4.0M | 72k | 55.36 |
2022-12-31 | $3.6M | 74k | 48.68 |
2022-09-30 | $3.4M | 71k | 48.26 |
2022-06-30 | $3.5M | 70k | 50.09 |
2022-03-31 | $4.2M | 64k | 65.00 |
2021-12-31 | $4.2M | 59k | 71.82 |
2021-09-30 | $4.1M | 63k | 65.54 |
2021-06-30 | $4.1M | 63k | 64.75 |
2021-03-31 | $3.6M | 13k | 288.48 |
2020-12-31 | $3.5M | 12k | 289.91 |
2020-09-30 | $3.1M | 12k | 267.41 |
2020-06-30 | $2.9M | 13k | 234.51 |
2020-03-31 | $2.6M | 14k | 185.76 |
2019-12-31 | $3.3M | 16k | 209.95 |
2019-09-30 | $3.0M | 16k | 191.43 |
2019-06-30 | $2.9M | 15k | 191.88 |
2019-03-31 | $2.8M | 16k | 182.86 |
2018-12-31 | $1.9M | 12k | 158.54 |
2018-09-30 | $2.1M | 11k | 185.83 |
2018-06-30 | $1.9M | 11k | 174.65 |
2018-03-31 | $1.6M | 9.9k | 163.86 |
2017-12-31 | $1.5M | 9.6k | 156.53 |
2017-09-30 | $1.2M | 8.5k | 146.35 |
2017-06-30 | $940k | 6.8k | 139.22 |
2017-03-31 | $750k | 5.7k | 131.63 |
2016-12-31 | $409k | 3.4k | 120.90 |
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