iShares Morningstar Mid Value Idx shares owned by Marietta Wealth Management
Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by Marietta Wealth Management
from 13F filings
Historical chart of Marietta Wealth Management investment in iShares Morningstar Mid Value Idx
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All positions including iShares Morningstar Mid Value Idx held by Marietta Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $4.4M | 61k | 72.55 |
2023-12-31 | $4.1M | 61k | 67.72 |
2023-09-30 | $3.6M | 59k | 60.59 |
2023-06-30 | $3.6M | 57k | 63.70 |
2023-03-31 | $3.2M | 52k | 61.88 |
2022-12-31 | $2.6M | 41k | 62.05 |
2022-09-30 | $2.2M | 39k | 55.93 |
2022-06-30 | $2.1M | 35k | 59.35 |
2022-03-31 | $2.5M | 36k | 68.88 |
2021-12-31 | $2.4M | 35k | 68.27 |
2021-09-30 | $2.1M | 33k | 63.23 |
2021-06-30 | $2.0M | 30k | 64.22 |
2021-03-31 | $1.8M | 9.6k | 184.40 |
2020-12-31 | $1.5M | 9.4k | 156.39 |
2020-09-30 | $1.2M | 9.3k | 131.01 |
2020-06-30 | $1.2M | 9.9k | 126.32 |
2020-03-31 | $1.8M | 17k | 106.91 |
2019-12-31 | $3.1M | 19k | 168.72 |
2019-09-30 | $3.0M | 19k | 160.97 |
2019-06-30 | $3.1M | 19k | 157.44 |
2019-03-31 | $3.1M | 20k | 155.73 |
2018-12-31 | $2.9M | 21k | 138.81 |
2018-09-30 | $4.1M | 26k | 161.94 |
2018-06-30 | $4.0M | 25k | 159.16 |
2018-03-31 | $3.8M | 25k | 155.97 |
2017-12-31 | $3.8M | 24k | 159.47 |
2017-09-30 | $3.5M | 23k | 151.07 |
2017-06-30 | $3.2M | 22k | 148.04 |
2017-03-31 | $3.0M | 20k | 148.44 |
2016-12-31 | $2.0M | 14k | 144.46 |
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