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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
2024-03-31 $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 Class A
iShares Russell Midcap Growth Common (IWP)
Vanguard Corp Bond Short Term Common (VCSH)
Vanguard Sh-Term Inf Common (VTIP)
Vanguard Small Cap Value Common (VBR)
iShares Tr Msci Eafe Common (EFA)

View all positions for Taylor, Cottrill, Erickson & Associates

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Baird Financial
M^T Bank Corporation
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
Stifel Financial
GLOBALT Investments LLC / GA

View all funds holding iShares Russell 1000 Value Index