iShares Russell 1000 Index shares owned by Grubman Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Grubman Wealth Management
from 13F filings
Historical chart of Grubman Wealth Management investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Grubman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $74M | 229k | 322.16 |
| 2024-09-30 | $73M | 231k | 314.39 |
| 2024-06-30 | $68M | 230k | 297.54 |
| 2024-03-31 | $65M | 226k | 288.03 |
| 2023-12-31 | $60M | 228k | 262.26 |
| 2023-09-30 | $53M | 223k | 235.91 |
| 2023-06-30 | $55M | 224k | 243.74 |
| 2023-03-31 | $56M | 249k | 225.23 |
| 2022-12-31 | $53M | 250k | 210.52 |
| 2022-09-30 | $51M | 258k | 197.33 |
| 2022-06-30 | $57M | 272k | 207.76 |
| 2022-03-31 | $75M | 298k | 250.07 |
| 2021-12-31 | $78M | 295k | 264.43 |
| 2021-09-30 | $73M | 304k | 241.71 |
| 2021-06-30 | $73M | 302k | 242.08 |
| 2021-03-31 | $67M | 297k | 223.83 |
| 2020-12-31 | $60M | 284k | 211.84 |
| 2020-09-30 | $52M | 275k | 187.15 |
| 2020-06-30 | $45M | 264k | 171.68 |
| 2020-03-31 | $36M | 252k | 141.53 |
| 2019-12-31 | $37M | 209k | 178.42 |
| 2019-09-30 | $27M | 162k | 164.54 |
| 2019-06-30 | $22M | 135k | 162.79 |
| 2019-03-31 | $22M | 137k | 157.31 |
| 2018-12-31 | $19M | 137k | 138.69 |
| 2018-09-30 | $21M | 131k | 162.45 |
| 2018-06-30 | $20M | 134k | 151.98 |
| 2018-03-31 | $20M | 137k | 146.86 |
| 2017-12-31 | $21M | 140k | 148.61 |
| 2017-09-30 | $20M | 145k | 139.88 |
| 2017-06-30 | $20M | 148k | 135.27 |
| 2017-03-31 | $20M | 150k | 131.25 |
| 2016-12-31 | $19M | 156k | 124.46 |
| 2016-09-30 | $19M | 158k | 120.46 |
| 2016-06-30 | $21M | 177k | 116.89 |
| 2016-03-31 | $21M | 179k | 114.07 |
| 2015-12-31 | $19M | 176k | 107.05 |
| 2015-09-30 | $19M | 176k | 107.05 |
| 2015-06-30 | $20M | 175k | 116.04 |
| 2015-03-31 | $20M | 174k | 115.85 |
| 2014-12-31 | $18M | 155k | 114.63 |
| 2014-09-30 | $17M | 155k | 109.87 |
| 2014-06-30 | $17M | 158k | 110.11 |
| 2014-03-31 | $16M | 154k | 104.77 |
| 2013-12-31 | $15M | 149k | 103.17 |