iShares S&P 500 Index shares owned by Marietta Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Marietta Wealth Management
from 13F filings
Historical chart of Marietta Wealth Management investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Marietta Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Marietta Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.8M | 7.2k | 525.72 |
| 2023-12-31 | $3.5M | 7.3k | 477.62 |
| 2023-09-30 | $3.1M | 7.3k | 429.42 |
| 2023-06-30 | $3.2M | 7.3k | 445.70 |
| 2023-03-31 | $3.0M | 7.3k | 411.07 |
| 2022-12-31 | $4.4M | 11k | 384.20 |
| 2022-09-30 | $2.6M | 7.2k | 358.69 |
| 2022-06-30 | $2.9M | 7.8k | 379.09 |
| 2022-03-31 | $3.4M | 7.4k | 453.66 |
| 2021-12-31 | $3.5M | 7.4k | 477.05 |
| 2021-09-30 | $3.2M | 7.4k | 430.88 |
| 2021-06-30 | $3.1M | 7.3k | 429.96 |
| 2021-03-31 | $3.0M | 7.5k | 397.83 |
| 2020-12-31 | $2.9M | 7.7k | 375.44 |
| 2020-09-30 | $2.3M | 6.9k | 336.01 |
| 2020-06-30 | $1.9M | 6.0k | 309.62 |
| 2020-03-31 | $1.5M | 5.8k | 258.47 |
| 2019-12-31 | $722k | 2.2k | 323.04 |
| 2019-09-30 | $630k | 2.1k | 298.72 |
| 2019-06-30 | $592k | 2.0k | 294.82 |
| 2019-03-31 | $606k | 2.1k | 284.51 |
| 2018-12-31 | $1.3M | 5.2k | 251.53 |
| 2018-09-30 | $470k | 1.6k | 292.65 |
| 2018-06-30 | $397k | 1.5k | 272.85 |
| 2018-03-31 | $335k | 1.3k | 265.45 |
| 2017-12-31 | $2.2M | 8.2k | 268.89 |
| 2017-09-30 | $1.3M | 5.3k | 252.86 |
More positions owned by Marietta Wealth Management
View all positions for Marietta Wealth Management