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iShares Russell 1000 Value Index shares owned by Winthrop Partners - WNY

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

Historical chart of Winthrop Partners - WNY investment in iShares Russell 1000 Value Index

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All positions including iShares Russell 1000 Value Index held by Winthrop Partners - WNY 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 Partners - WNY

Quarter filed Position value Share count Share price at filing
2019-09-30 $64k 500 128.26
2019-06-30 $64k 500 127.22
2019-03-31 $62k 500 124.89
2018-12-31 $56k 500 111.05
2018-09-30 $63k 500 126.62
2018-06-30 $61k 500 121.38
2018-03-31 $60k 500 118.98

More positions owned by Winthrop Partners - WNY

JPMorgan Chase & Co. (JPM)
At&t (T)
British American Tobac (BTI)
Verizon Communications (VZ)
Vanguard Small-Cap ETF (VB)
Merck & Co (MRK)
Vanguard REIT ETF (VNQ)
Pimco Total Return Etf totl (BOND)
iShares Russell Midcap Index Fund (IWR)
Pfizer (PFE)
Ishares Core Intl Stock Etf core (IXUS)
Cisco Systems (CSCO)
Apple (AAPL)
iShares S&P 500 Index (IVV)
American Funds New equity (NFFFX)

View all positions for Winthrop Partners - WNY

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