ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

Winthrop Advisory Group LLC's Holding History (CIK: 0001739043)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 16,525 Value ($000) $6,393 Avg Close Range
Q3 2025
Shares 17,129 Value ($000) $6,491 Avg Close Range
Q2 2025
Shares 16,859 Value ($000) $5,917 Avg Close Range
Q1 2025
Shares 14,887 Value ($000) $4,729 Avg Close Range
Q4 2024
Shares 19,420 Value ($000) $6,491 Avg Close Range
Q3 2024
Shares 19,310 Value ($000) $6,309 Avg Close Range
Q2 2024
Shares 18,942 Value ($000) $5,847 Avg Close Range
Q1 2024
Shares 18,841 Value ($000) $5,654 Avg Close Range
Q4 2023
Shares 18,660 Value ($000) $5,108 Avg Close Range
Q3 2023
Shares 18,534 Value ($000) $4,561 Avg Close Range
Q2 2023
Shares 18,541 Value ($000) $4,719 Avg Close Range
Q1 2023
Shares 18,671 Value ($000) $4,395 Avg Close Range
Q4 2022
Shares 18,624 Value ($000) $4,110 Avg Close Range
Q3 2022
Shares 18,331 Value ($000) $3,795 Avg Close Range
Q2 2022
Shares 18,453 Value ($000) $4,012 Avg Close Range
Q1 2022
Shares 18,480 Value ($000) $4,849 Avg Close Range
Q4 2021
Shares 18,361 Value ($000) $5,095 Avg Close Range
Q3 2021
Shares 18,204 Value ($000) $4,639 Avg Close Range
Q2 2021
Shares 18,323 Value ($000) $4,689 Avg Close Range
Q1 2021
Shares 18,427 Value ($000) $4,372 Avg Close Range
Q4 2020
Shares 18,912 Value ($000) $4,228 Avg Close Range
Q3 2020
Shares 19,642 Value ($000) $3,880 Avg Close Range
Q2 2020
Shares 22,275 Value ($000) $4,031 Avg Close Range
Q1 2020
Shares 22,784 Value ($000) $3,380 Avg Close Range
Q4 2019
Shares 28,847 Value ($000) $5,437 Avg Close Range
Q3 2019
Shares 27,481 Value ($000) $4,775 Avg Close Range
Q2 2019
Shares 27,069 Value ($000) $4,666 Avg Close Range
Q1 2019
Shares 26,674 Value ($000) $4,482 Avg Close Range
Q4 2018
Shares 25,311 Value ($000) $3,719 Avg Close Range
Q3 2018
Shares 5,920 Value ($000) $1,020 Avg Close Range
Q2 2018
Shares 5,508 Value ($000) $894 Avg Close Range
Q1 2018
Shares 5,139 Value ($000) $803 Avg Close Range
Q4 2017
Shares 5,552 Value ($000) $900 Avg Close Range