iShares Russell 3000 Index shares owned by Winthrop Advisory Group
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Winthrop Advisory Group
from 13F filings
Historical chart of Winthrop Advisory Group investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Winthrop Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.3M | 19k | 326.72 |
| 2024-06-30 | $5.8M | 19k | 308.67 |
| 2024-03-31 | $5.7M | 19k | 300.08 |
| 2023-12-31 | $5.1M | 19k | 273.74 |
| 2023-09-30 | $4.6M | 19k | 246.07 |
| 2023-06-30 | $4.7M | 19k | 254.49 |
| 2023-03-31 | $4.4M | 19k | 235.39 |
| 2022-12-31 | $4.1M | 19k | 220.68 |
| 2022-09-30 | $3.8M | 18k | 207.03 |
| 2022-06-30 | $4.0M | 19k | 217.42 |
| 2022-03-31 | $4.8M | 19k | 262.39 |
| 2021-12-31 | $5.1M | 18k | 277.49 |
| 2021-09-30 | $4.6M | 18k | 254.83 |
| 2021-06-30 | $4.7M | 18k | 255.91 |
| 2021-03-31 | $4.4M | 18k | 237.26 |
| 2020-12-31 | $4.2M | 19k | 223.56 |
| 2020-09-30 | $3.9M | 20k | 197.54 |
| 2020-06-30 | $4.0M | 22k | 180.97 |
| 2020-03-31 | $3.4M | 23k | 148.35 |
| 2019-12-31 | $5.4M | 29k | 188.48 |
| 2019-09-30 | $4.8M | 28k | 173.76 |
| 2019-06-30 | $4.7M | 27k | 172.37 |
| 2019-03-31 | $4.5M | 27k | 168.03 |
| 2018-12-31 | $3.7M | 25k | 146.93 |
| 2018-09-30 | $1.0M | 5.9k | 172.30 |
| 2018-06-30 | $894k | 5.5k | 162.31 |
| 2018-03-31 | $803k | 5.1k | 156.26 |
| 2017-12-31 | $900k | 5.6k | 162.10 |