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iShares Russell 2000 Value Index shares owned by Winthrop Partners - WNY

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Winthrop Partners - WNY from 13F filings

Historical chart of Winthrop Partners - WNY investment in iShares Russell 2000 Value Index

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All positions including iShares Russell 2000 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 2000 Value Index by Winthrop Partners - WNY

Quarter filed Position value Share count Share price at filing
2019-09-30 $60k 500 119.41
2019-06-30 $60k 500 120.50
2019-03-31 $61k 500 121.49
2018-12-31 $54k 500 107.54
2018-09-30 $67k 500 133.00
2018-06-30 $66k 500 131.92
2018-03-31 $61k 500 121.01

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

Top funds holding iShares Russell 2000 Value Index

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Us Bancorp
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