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iShares Dow Jones US Real Estate shares owned by Grubman Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by Grubman Wealth Management from 13F filings

Historical chart of Grubman Wealth Management investment in iShares Dow Jones US Real Estate

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Real Estate 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 Dow Jones US Real Estate by Grubman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 16k 101.87
2024-06-30 $1.4M 16k 87.74
2024-03-31 $1.4M 15k 89.90
2023-12-31 $1.4M 15k 91.41

More positions owned by Grubman Wealth Management

iShares Russell 1000 ETF Class Title (IWB)
iShares Russell 2000 ETF Class Title (IWM)
iShares 7-10 Year Treasury Bond ETF Class Title (IEF)
iShares MSCI EAFE ETF Class Title (EFA)
iShares Core US Aggregate Bond ETF Class Title (AGG)
Vanguard Mortgage-Backed Secs ETF Class Title (VMBS)
Invesco NASDAQ 100 ETF Class Title (QQQM)
iShares 0-5 Year TIPS Bond ETF Class Title (STIP)
Vanguard FTSE Developed Markets ETF Class Title (VEA)
Vanguard S&P 500 ETF Class Title (VOO)
Vanguard Small-Cap ETF Class Title (VB)
Vanguard Short-Term Corporate Bond ETF Class Title (VCSH)
iShares Core MSCI Emerging Markets ETF Class Title (IEMG)
iShares ESG Aware MSCI USA ETF Class Title (ESGU)
Vanguard Real Estate ETF Class Title (VNQ)

View all positions for Grubman Wealth Management

Top funds holding iShares Dow Jones US Real Estate

Barclays
Jane Street
WealthNavi
Cibc World Markets
Bank of America Corporation
Susquehanna International
Morgan Stanley
Citadel Advisors
Bnp Paribas Arbitrage, Snc
One William Street Capital Management
Goldman Sachs Group
Wolverine Trading
Squarepoint Ops
BlackRock
Twin Tree Management

View all funds holding iShares Dow Jones US Real Estate