Grubman Wealth Management »

iShares S&P SmallCap 600 Index shares owned by Grubman Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Grubman Wealth Management from 13F filings

Historical chart of Grubman Wealth Management investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Grubman Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Grubman Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $288k 2.7k 108.25
2023-09-30 $253k 2.7k 94.79
2023-06-30 $266k 2.7k 99.65
2023-03-31 $258k 2.7k 96.78
2022-12-31 $252k 2.7k 94.64
2022-09-30 $232k 2.7k 87.09
2022-06-30 $246k 2.7k 92.34
2022-03-31 $287k 2.7k 107.73
2021-12-31 $305k 2.7k 114.49
2021-09-30 $291k 2.7k 109.23
2021-06-30 $301k 2.7k 112.99
2021-03-31 $289k 2.7k 108.48
2020-12-31 $245k 2.7k 91.97
2019-12-31 $223k 2.7k 83.71
2019-09-30 $207k 2.7k 77.70
2019-06-30 $209k 2.7k 78.45
2019-03-31 $224k 2.9k 77.19
2018-12-31 $201k 2.9k 69.26

More positions owned by Grubman Wealth Management

Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Grubman Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index