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iShares Russell 1000 Value Index shares owned by Grubman Wealth Management

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Grubman Wealth Management from 13F filings

Historical chart of Grubman Wealth Management investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Grubman Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Grubman Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 10k 165.25
2023-09-30 $1.6M 10k 152.81
2023-06-30 $1.6M 10k 157.84
2023-03-31 $1.7M 11k 152.28
2022-12-31 $1.7M 11k 151.65
2022-09-30 $1.6M 12k 135.96
2022-06-30 $1.8M 13k 144.95
2022-03-31 $2.6M 16k 166.00
2021-12-31 $2.7M 16k 167.94
2021-09-30 $3.1M 20k 156.52
2021-06-30 $2.7M 17k 158.60
2021-03-31 $2.8M 18k 151.54
2020-12-31 $3.0M 22k 136.72
2020-09-30 $2.8M 24k 118.14
2020-06-30 $2.8M 25k 112.61
2020-03-31 $3.7M 38k 99.17
2019-12-31 $19M 142k 136.48
2019-09-30 $22M 171k 128.26
2019-06-30 $24M 187k 127.22
2019-03-31 $23M 187k 123.49
2018-12-31 $21M 185k 111.05
2018-09-30 $20M 158k 127.41
2018-06-30 $19M 160k 121.38
2018-03-31 $20M 163k 119.96
2017-12-31 $21M 167k 124.34
2017-09-30 $20M 171k 118.51
2017-06-30 $20M 174k 116.43
2017-03-31 $20M 175k 114.94
2016-12-31 $21M 183k 112.03
2016-09-30 $20M 188k 105.62
2016-06-30 $21M 200k 103.23
2016-03-31 $20M 205k 98.81
2015-12-31 $19M 201k 93.28
2015-09-30 $19M 202k 93.28
2015-06-30 $21M 199k 103.15
2015-03-31 $20M 197k 103.08
2014-12-31 $18M 174k 104.40
2014-09-30 $18M 177k 100.09
2014-06-30 $18M 181k 101.27
2014-03-31 $17M 177k 96.50
2013-12-31 $16M 171k 94.17

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 Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Wells Fargo & Company
Northern Trust
Baird Financial
M^T Bank Corporation
Raymond James & Associates
Pnc Financial Services
LPL Financial

View all funds holding iShares Russell 1000 Value Index