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iShares Russell 3000 Value Index shares owned by Winthrop Capital Management

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Winthrop Capital Management from 13F filings

Historical chart of Winthrop Capital Management investment in iShares Russell 3000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Value Index held by Winthrop Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Value Index by Winthrop Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $49k 488 100.41
2025-06-30 $46k 488 94.26
2025-03-31 $45k 488 92.21
2024-12-31 $45k 488 92.21
2023-12-31 $41k 488 84.33

More positions owned by Winthrop Capital Management

Vanguard World Etf (VGT)
Spdr Series Trust Short (SPSB)
Schwab Strategic Tr Etf (SCHX)
Vanguard World Etf (VFH)
Ishares Tr Eafe (IEFA)
Eli Lilly & Co. (LLY)
Schwab Strategic Tr Eq (SCHD)
Invesco Exchange Traded Fd T WGT (RSP)
Spdr S&p 500 Etf Tr Unit (SPY)
Ishares Tr Vol (USMV)
Select Sector Spdr Tr Communication (XLC)
Ishares Tr Etf (LQD)
Vanguard Scottsdale Fds Corp (VCIT)
Select Sector Spdr Tr Discr (XLY)
Select Sector Spdr Tr Healthcare (XLV)

View all positions for Winthrop Capital Management

Top funds holding iShares Russell 3000 Value Index

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Signature
Aspiriant
Kestra Investment Management
Merit Financial Group
Jpmorgan Chase & Co
UBS Group
Raymond James Financial
Royal Bank of Canada
Commonwealth Equity Services
Modera Wealth Management

View all funds holding iShares Russell 3000 Value Index