iShares S&P 500 Growth Index shares owned by Marietta Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Marietta Wealth Management
from 13F filings
Historical chart of Marietta Wealth Management investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Marietta Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Growth Index by Marietta Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.9M | 20k | 95.75 |
2024-06-30 | $1.8M | 20k | 92.54 |
2024-03-31 | $2.1M | 24k | 84.44 |
2023-12-31 | $1.8M | 24k | 75.10 |
2023-09-30 | $1.6M | 24k | 68.42 |
2023-06-30 | $1.7M | 24k | 70.48 |
2023-03-31 | $1.5M | 24k | 63.89 |
2022-12-31 | $1.4M | 24k | 58.50 |
2022-09-30 | $1.4M | 24k | 57.87 |
2022-06-30 | $1.5M | 24k | 60.34 |
2022-03-31 | $1.9M | 24k | 76.40 |
2021-12-31 | $2.0M | 24k | 83.66 |
2021-09-30 | $1.8M | 24k | 73.92 |
2021-06-30 | $1.8M | 24k | 72.73 |
2021-03-31 | $1.6M | 25k | 65.12 |
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