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iShares Russell 1000 Value Index shares owned by Winthrop Advisory Group

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Winthrop Advisory Group from 13F filings

Historical chart of Winthrop Advisory Group investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Winthrop Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Winthrop Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 15k 179.11
2023-12-31 $490k 2.4k 200.70
2023-09-30 $2.1M 14k 152.80
2023-06-30 $2.2M 14k 157.84
2023-03-31 $2.3M 15k 152.25
2022-12-31 $2.3M 15k 151.62
2022-09-30 $2.2M 17k 136.01
2022-06-30 $2.1M 14k 145.00
2022-03-31 $2.6M 16k 165.96
2021-12-31 $2.5M 15k 167.91
2021-09-30 $2.0M 13k 156.51
2021-06-30 $2.0M 13k 158.59
2021-03-31 $1.8M 12k 151.51
2020-12-31 $1.7M 12k 136.74
2020-09-30 $1.4M 12k 118.66
2020-06-30 $1.4M 12k 112.51
2020-03-31 $2.0M 20k 99.16
2019-12-31 $2.6M 19k 136.48
2019-09-30 $2.3M 18k 128.27
2019-06-30 $2.2M 18k 127.21
2019-03-31 $2.2M 18k 124.33
2018-12-31 $2.0M 18k 111.07
2018-09-30 $1.2M 9.2k 126.57
2018-06-30 $1.1M 9.2k 121.40
2018-03-31 $1.1M 9.3k 120.59
2017-12-31 $1.1M 9.0k 126.53

More positions owned by Winthrop Advisory Group

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Blackrock Ultra (ICSH)
SPDR Portfolio Total Stock Market ETF Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Extend Mkt Etf (VXF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Winthrop Advisory Group

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
FMR
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Wells Fargo & Company
Northern Trust
Baird Financial
M^T Bank Corporation
Raymond James & Associates
Pnc Financial Services
LPL Financial
Royal Bank of Canada

View all funds holding iShares Russell 1000 Value Index