iShares S&P 500 Value Index shares owned by Marietta Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Marietta Wealth Management
from 13F filings
Historical chart of Marietta Wealth Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Marietta Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 11k | 186.80 |
| 2023-12-31 | $1.9M | 11k | 173.89 |
| 2023-09-30 | $1.6M | 11k | 153.84 |
| 2023-06-30 | $1.7M | 11k | 161.19 |
| 2023-03-31 | $1.6M | 11k | 151.77 |
| 2022-12-31 | $1.6M | 11k | 145.07 |
| 2022-09-30 | $1.4M | 11k | 128.52 |
| 2022-06-30 | $1.5M | 11k | 137.49 |
| 2022-03-31 | $1.7M | 11k | 155.76 |
| 2021-12-31 | $1.7M | 11k | 156.65 |
| 2021-09-30 | $1.5M | 11k | 145.45 |
| 2021-06-30 | $1.6M | 11k | 147.60 |
| 2021-03-31 | $1.5M | 11k | 141.26 |
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