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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly 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