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iShares Morningstar Mid Value Idx shares owned by Marietta Wealth Management

Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by Marietta Wealth Management from 13F filings

Historical chart of Marietta Wealth Management investment in iShares Morningstar Mid Value Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Value Idx 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 Morningstar Mid Value Idx by Marietta Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.4M 61k 72.55
2023-12-31 $4.1M 61k 67.72
2023-09-30 $3.6M 59k 60.59
2023-06-30 $3.6M 57k 63.70
2023-03-31 $3.2M 52k 61.88
2022-12-31 $2.6M 41k 62.05
2022-09-30 $2.2M 39k 55.93
2022-06-30 $2.1M 35k 59.35
2022-03-31 $2.5M 36k 68.88
2021-12-31 $2.4M 35k 68.27
2021-09-30 $2.1M 33k 63.23
2021-06-30 $2.0M 30k 64.22
2021-03-31 $1.8M 9.6k 184.40
2020-12-31 $1.5M 9.4k 156.39
2020-09-30 $1.2M 9.3k 131.01
2020-06-30 $1.2M 9.9k 126.32
2020-03-31 $1.8M 17k 106.91
2019-12-31 $3.1M 19k 168.72
2019-09-30 $3.0M 19k 160.97
2019-06-30 $3.1M 19k 157.44
2019-03-31 $3.1M 20k 155.73
2018-12-31 $2.9M 21k 138.81
2018-09-30 $4.1M 26k 161.94
2018-06-30 $4.0M 25k 159.16
2018-03-31 $3.8M 25k 155.97
2017-12-31 $3.8M 24k 159.47
2017-09-30 $3.5M 23k 151.07
2017-06-30 $3.2M 22k 148.04
2017-03-31 $3.0M 20k 148.44
2016-12-31 $2.0M 14k 144.46

More positions owned by Marietta Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Linde SHS (LIN)

View all positions for Marietta Wealth Management

Top funds holding iShares Morningstar Mid Value Idx

Orgel Wealth Management
Bank of America Corporation
Raymond James Financial Services Advisors
Matrix Trust
Steele Capital Management
Commonwealth Equity Services
Wells Fargo & Company
Baird Financial
UBS Group
Advisor Group Holdings
H D Vest Advisory Services
Woodard & Co Asset Management Group
Raymond James & Associates
GHP Investment Advisors
Rodgers & Associates

View all funds holding iShares Morningstar Mid Value Idx