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iShares Russell 1000 Value Index shares owned by Taylor, Cottrill, Erickson & Associates

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Taylor, Cottrill, Erickson & Associates from 13F filings

Historical chart of Taylor, Cottrill, Erickson & Associates investment in iShares Russell 1000 Value Index

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All positions including iShares Russell 1000 Value Index held by Taylor, Cottrill, Erickson & Associates 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 Taylor, Cottrill, Erickson & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 6.9k 189.80
2024-06-30 $1.2M 7.0k 174.47
2024-03-31 $1.3M 7.2k 179.11
2023-12-31 $1.2M 7.2k 165.25
2023-09-30 $1.1M 7.2k 151.82
2023-06-30 $1.1M 7.1k 157.83
2023-03-31 $1.1M 7.1k 152.26
2022-12-31 $1.1M 7.1k 151.59
2022-09-30 $961k 7.1k 136.02
2022-06-30 $1.0M 7.1k 144.94
2022-03-31 $1.2M 7.1k 166.03
2021-12-31 $1.2M 7.1k 167.87
2021-09-30 $1.1M 7.2k 156.53
2021-06-30 $1.1M 7.2k 158.62
2021-03-31 $1.1M 7.2k 151.52
2020-12-31 $2.8M 21k 136.74
2020-09-30 $2.4M 20k 118.14
2020-06-30 $2.9M 25k 112.62
2020-03-31 $2.4M 24k 99.20
2019-12-31 $3.3M 24k 136.49
2019-09-30 $3.0M 24k 128.26
2019-06-30 $3.0M 24k 127.20
2019-03-31 $2.9M 24k 123.50
2018-12-31 $2.6M 23k 111.07
2018-09-30 $2.9M 23k 126.64
2018-06-30 $2.8M 23k 121.38
2018-03-31 $2.8M 24k 119.97
2017-12-31 $2.9M 23k 124.32
2017-09-30 $3.0M 25k 118.50
2017-06-30 $2.9M 25k 116.42
2017-03-31 $2.9M 25k 114.93
2016-12-31 $2.8M 25k 112.02
2016-09-30 $2.6M 25k 105.60
2016-06-30 $2.5M 25k 103.23
2014-03-31 $2.5M 25k 98.83

More positions owned by Taylor, Cottrill, Erickson & Associates

Berkshire Hathaway Cl B Class B (BRK.B)
iShares Tr Russell 1000 Growth Common (IWF)
Vanguard Small Cap Common (VB)
Vanguard Growth Common (VUG)
Vanguard Div Appreciation Common (VIG)
Schwab US Div Equity Etf Common (SCHD)
Vanguard Value Common (VTV)
Vanguard Mid Cap Common (VO)
Vanguard FTSE Developed Mkts Common (VEA)
1/100 Berkshire Htwy Cla Common
Vanguard Corp Bond Short Term Class A (VCSH)
iShares Russell Midcap Growth Common (IWP)
Vanguard Sh-Term Inf Common (VTIP)
Vanguard Small Cap Value Common (VBR)
Vanguard Mid Cap Value Common (VOE)

View all positions for Taylor, Cottrill, Erickson & Associates

Top funds holding iShares Russell 1000 Value Index

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

View all funds holding iShares Russell 1000 Value Index