Winthrop Capital Management »

iShares Russell Midcap Value Index shares owned by Winthrop Capital Management

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Winthrop Capital Management from 13F filings

Historical chart of Winthrop Capital Management investment in iShares Russell Midcap Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Value Index held by Winthrop Capital Management 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 Midcap Value Index by Winthrop Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $19k 139 136.69
2025-06-30 $18k 139 129.50
2025-03-31 $18k 139 129.50
2024-12-31 $18k 139 129.50
2023-12-31 $16k 139 116.29

More positions owned by Winthrop Capital Management

Vanguard World Etf (VGT)
Spdr Series Trust Short (SPSB)
Schwab Strategic Tr Etf (SCHX)
Vanguard World Etf (VFH)
Ishares Tr Eafe (IEFA)
Eli Lilly & Co. (LLY)
Schwab Strategic Tr Eq (SCHD)
Invesco Exchange Traded Fd T WGT (RSP)
Spdr S&p 500 Etf Tr Unit (SPY)
Ishares Tr Vol (USMV)
Select Sector Spdr Tr Communication (XLC)
Ishares Tr Etf (LQD)
Vanguard Scottsdale Fds Corp (VCIT)
Select Sector Spdr Tr Discr (XLY)
Select Sector Spdr Tr Healthcare (XLV)

View all positions for Winthrop Capital Management

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
Morgan Stanley
Wells Fargo & Company
Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Royal Bank of Canada
Us Bancorp
Commonwealth Equity Services
Commerce Bank N A
FMR
UBS Group
Betterment
Pnc Financial Services
LPL Financial

View all funds holding iShares Russell Midcap Value Index