iShares S&P MidCap 400 Index shares owned by Marietta Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Marietta Wealth Management
from 13F filings
Historical chart of Marietta Wealth Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Marietta Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $18M | 292k | 60.74 |
| 2023-12-31 | $16M | 58k | 277.15 |
| 2023-09-30 | $15M | 58k | 249.35 |
| 2023-06-30 | $15M | 56k | 261.48 |
| 2023-03-31 | $14M | 54k | 250.16 |
| 2022-12-31 | $12M | 48k | 241.89 |
| 2022-09-30 | $10M | 48k | 219.26 |
| 2022-06-30 | $9.2M | 41k | 226.23 |
| 2022-03-31 | $10M | 38k | 268.34 |
| 2021-12-31 | $11M | 37k | 283.09 |
| 2021-09-30 | $9.6M | 37k | 263.07 |
| 2021-06-30 | $9.4M | 35k | 268.73 |
| 2021-03-31 | $8.8M | 34k | 260.27 |
| 2020-12-31 | $8.1M | 35k | 229.84 |
| 2020-09-30 | $6.7M | 36k | 185.32 |
| 2020-06-30 | $7.2M | 41k | 177.82 |
| 2020-03-31 | $7.5M | 52k | 143.86 |
| 2019-12-31 | $10M | 49k | 205.83 |
| 2019-09-30 | $8.9M | 46k | 193.23 |
| 2019-06-30 | $8.6M | 44k | 194.27 |
| 2019-03-31 | $8.3M | 44k | 189.40 |
| 2018-12-31 | $6.8M | 41k | 166.06 |
| 2018-09-30 | $6.9M | 34k | 201.28 |
| 2018-06-30 | $6.1M | 31k | 194.78 |
| 2018-03-31 | $5.6M | 30k | 187.55 |
| 2017-12-31 | $5.4M | 28k | 189.77 |
| 2017-09-30 | $5.1M | 29k | 178.90 |
| 2017-06-30 | $4.7M | 27k | 173.97 |
| 2017-03-31 | $4.6M | 27k | 171.21 |
| 2016-12-31 | $4.5M | 27k | 165.33 |
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