iShares S&P 500 Index shares owned by Marietta Investment Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Marietta Investment Partners
from 13F filings
Historical chart of Marietta Investment Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Marietta Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $430k | 745 | 576.82 |
| 2024-06-30 | $408k | 745 | 547.23 |
| 2024-03-31 | $392k | 745 | 525.73 |
| 2023-09-30 | $329k | 765 | 429.43 |
| 2023-06-30 | $341k | 765 | 445.71 |
| 2023-03-31 | $321k | 780 | 411.08 |
| 2022-12-31 | $300k | 780 | 384.21 |
| 2022-09-30 | $295k | 780 | 378.21 |
| 2022-06-30 | $296k | 780 | 379.49 |
| 2022-03-31 | $354k | 780 | 453.85 |
| 2021-12-31 | $372k | 780 | 476.92 |
| 2021-09-30 | $336k | 780 | 430.77 |
| 2021-06-30 | $335k | 780 | 429.49 |
| 2013-12-31 | $221k | 1.2k | 185.56 |
| 2013-09-30 | $216k | 1.3k | 168.62 |
| 2013-06-30 | $206k | 1.3k | 160.81 |
More positions owned by Marietta Investment Partners
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