iShares Russell 2000 Index shares owned by Grubman Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Grubman Wealth Management
from 13F filings
Historical chart of Grubman Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Grubman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $36M | 161k | 220.89 |
| 2024-06-30 | $32M | 157k | 202.89 |
| 2024-03-31 | $32M | 152k | 210.30 |
| 2023-12-31 | $30M | 151k | 200.71 |
| 2023-09-30 | $25M | 141k | 177.56 |
| 2023-06-30 | $26M | 139k | 187.27 |
| 2023-03-31 | $24M | 133k | 178.40 |
| 2022-12-31 | $23M | 132k | 174.36 |
| 2022-09-30 | $22M | 132k | 164.92 |
| 2022-06-30 | $22M | 129k | 169.36 |
| 2022-03-31 | $30M | 144k | 205.27 |
| 2021-12-31 | $30M | 136k | 222.45 |
| 2021-09-30 | $30M | 139k | 218.75 |
| 2021-06-30 | $31M | 135k | 229.37 |
| 2021-03-31 | $29M | 133k | 220.94 |
| 2020-12-31 | $27M | 137k | 196.06 |
| 2020-09-30 | $20M | 135k | 149.79 |
| 2020-06-30 | $18M | 123k | 143.18 |
| 2020-03-31 | $14M | 122k | 114.46 |
| 2019-12-31 | $16M | 97k | 165.67 |
| 2019-09-30 | $11M | 69k | 151.34 |
| 2019-06-30 | $8.7M | 56k | 155.49 |
| 2019-03-31 | $8.4M | 55k | 153.10 |
| 2018-12-31 | $7.3M | 55k | 133.90 |
| 2018-09-30 | $8.8M | 52k | 169.00 |
| 2018-06-30 | $8.7M | 53k | 163.78 |
| 2018-03-31 | $8.3M | 55k | 151.82 |
| 2017-12-31 | $8.3M | 55k | 152.46 |
| 2017-09-30 | $8.4M | 57k | 148.18 |
| 2017-06-30 | $8.1M | 57k | 140.92 |
| 2017-03-31 | $7.8M | 57k | 137.48 |
| 2016-12-31 | $8.4M | 63k | 134.85 |
| 2016-09-30 | $8.1M | 66k | 124.21 |
| 2016-06-30 | $7.7M | 67k | 114.98 |
| 2016-03-31 | $7.5M | 68k | 110.63 |
| 2015-12-31 | $7.3M | 67k | 109.19 |
| 2015-09-30 | $7.3M | 67k | 109.21 |
| 2015-06-30 | $8.2M | 66k | 124.87 |
| 2015-03-31 | $8.2M | 66k | 124.37 |
| 2014-12-31 | $7.9M | 66k | 119.62 |
| 2014-09-30 | $7.3M | 66k | 109.35 |
| 2014-06-30 | $8.0M | 67k | 118.82 |
| 2014-03-31 | $7.5M | 64k | 116.34 |
| 2013-12-31 | $7.5M | 65k | 115.37 |