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iShares S&P 500 Value Index shares owned by Marietta Investment Partners

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Marietta Investment Partners from 13F filings

Historical chart of Marietta Investment Partners investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Marietta Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Marietta Investment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $353k 1.7k 206.51

More positions owned by Marietta Investment Partners

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Arista Networks Com Shs (ANET)
Mastercard Incorporated Cl A (MA)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Eaton Corp SHS (ETN)
Palantir Technologies Cl A (PLTR)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Howmet Aerospace (HWM)
W.W. Grainger (GWW)

View all positions for Marietta Investment Partners

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