Winthrop Advisory Group »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 15k 189.80
2024-06-30 $2.4M 14k 174.46
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&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ssga Active Tr Spdr Dbleln Shrt (STOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Winthrop Advisory Group

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
Alaska Permanent Fund Corp
BlackRock

View all funds holding iShares Russell 1000 Value Index