iShares S&P 500 Value Index shares owned by Grubman Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Grubman Wealth Management
from 13F filings
Historical chart of Grubman Wealth Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Grubman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $530k | 2.7k | 195.43 |
| 2025-03-31 | $421k | 2.2k | 190.59 |
| 2024-12-31 | $422k | 2.2k | 190.89 |
| 2024-09-30 | $418k | 2.1k | 197.18 |
| 2024-06-30 | $386k | 2.1k | 182.02 |
| 2024-03-31 | $396k | 2.1k | 186.82 |
| 2019-12-31 | $208k | 1.6k | 130.24 |
| 2019-09-30 | $338k | 2.8k | 119.10 |
| 2019-06-30 | $331k | 2.8k | 116.63 |
| 2019-03-31 | $377k | 3.3k | 112.84 |
| 2018-12-31 | $367k | 3.6k | 101.19 |
| 2018-09-30 | $364k | 3.1k | 116.52 |
| 2018-06-30 | $366k | 3.3k | 110.71 |
| 2018-03-31 | $372k | 3.4k | 109.22 |
| 2017-12-31 | $448k | 3.9k | 114.17 |
| 2017-09-30 | $423k | 3.9k | 107.80 |
| 2017-06-30 | $412k | 3.9k | 104.99 |
| 2017-03-31 | $413k | 4.0k | 103.93 |
| 2016-12-31 | $403k | 4.0k | 101.41 |
| 2016-09-30 | $404k | 4.2k | 95.08 |
| 2016-06-30 | $395k | 4.2k | 92.96 |
| 2016-03-31 | $382k | 4.2k | 89.90 |
| 2015-12-31 | $408k | 4.9k | 84.05 |
| 2015-09-30 | $408k | 4.9k | 84.05 |
| 2015-06-30 | $535k | 5.8k | 92.27 |
| 2015-03-31 | $551k | 5.9k | 92.64 |
| 2014-12-31 | $579k | 6.2k | 93.83 |
| 2014-09-30 | $556k | 6.2k | 90.10 |
| 2014-06-30 | $576k | 6.4k | 90.34 |
| 2014-03-31 | $556k | 6.4k | 86.93 |
| 2013-12-31 | $667k | 7.8k | 85.46 |