iShares S&P 500 Index shares owned by Grubman Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Grubman Wealth Management
from 13F filings
Historical chart of Grubman Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Grubman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.5M | 2.5k | 588.74 |
| 2024-09-30 | $1.6M | 2.8k | 576.87 |
| 2024-06-30 | $1.5M | 2.8k | 547.28 |
| 2024-03-31 | $1.5M | 2.8k | 525.77 |
| 2023-12-31 | $1.3M | 2.7k | 477.67 |
| 2023-09-30 | $1.3M | 2.9k | 431.45 |
| 2023-06-30 | $1.4M | 3.1k | 445.74 |
| 2023-03-31 | $1.3M | 3.2k | 411.18 |
| 2022-12-31 | $1.2M | 3.2k | 384.24 |
| 2022-09-30 | $1.2M | 3.2k | 358.54 |
| 2022-06-30 | $1.2M | 3.2k | 379.30 |
| 2022-03-31 | $1.5M | 3.2k | 453.67 |
| 2021-12-31 | $1.6M | 3.3k | 476.96 |
| 2021-09-30 | $1.4M | 3.3k | 430.87 |
| 2021-06-30 | $1.3M | 2.9k | 429.89 |
| 2021-03-31 | $1.2M | 2.9k | 397.82 |
| 2020-12-31 | $1.1M | 2.9k | 375.30 |
| 2020-09-30 | $1.1M | 3.2k | 335.94 |
| 2020-06-30 | $991k | 3.2k | 309.69 |
| 2020-03-31 | $832k | 3.2k | 258.55 |
| 2019-12-31 | $1.0M | 3.2k | 323.12 |
| 2019-09-30 | $955k | 3.2k | 298.44 |
| 2019-06-30 | $943k | 3.2k | 294.69 |
| 2019-03-31 | $911k | 3.2k | 284.69 |
| 2018-12-31 | $961k | 3.8k | 252.03 |
| 2018-09-30 | $1.2M | 3.9k | 294.04 |
| 2018-06-30 | $1.1M | 3.9k | 274.44 |
| 2018-03-31 | $1.0M | 3.9k | 265.27 |
| 2015-06-30 | $292k | 1.4k | 207.39 |
| 2015-03-31 | $324k | 1.6k | 207.96 |
| 2014-12-31 | $419k | 2.0k | 206.91 |
| 2014-09-30 | $388k | 2.0k | 198.06 |
| 2014-06-30 | $459k | 2.3k | 197.00 |
| 2014-03-31 | $510k | 2.7k | 188.26 |
| 2013-12-31 | $639k | 3.4k | 185.70 |