Winthrop Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.45M | Buy |
46,877
+2,774
| +6% | +$366K | 0.43% | 34 |
|
|
2026
Q1 | $4.99M | Buy |
44,103
+329
| +0.8% | +$39.6K | 0.41% | 38 |
|
|
2025
Q4 | $5.4M | Sell |
43,774
-627
| -1% | -$76.7K | 0.46% | 35 |
|
|
2025
Q3 | $5.36M | Sell |
44,401
-78
| -0.2% | -$8.97K | 0.47% | 33 |
|
|
2025
Q2 | $4.9M | Buy |
44,479
+6,275
| +16% | +$621K | 0.47% | 30 |
|
|
2025
Q1 | $3.55M | Sell |
38,204
-6,414
| -14% | -$647K | 0.43% | 30 |
|
|
2024
Q4 | $4.53M | Buy |
+44,618
| New | +$4.45M | 0.54% | 24 |
|
|
2024
Q3 | – | Sell |
-46,613
| Closed | -$4.31M | – | 155 |
|
|
2024
Q2 | $4.31M | Sell |
46,613
-1,323
| -3% | -$114K | 0.59% | 24 |
|
|
2024
Q1 | $4.05M | Buy |
47,936
+46,344
| +2,911% | +$3.72M | 0.59% | 25 |
|
|
2023
Q4 | $277K | Sell |
1,592
-49,460
| -97% | -$3.52M | 0.04% | 110 |
|
|
2023
Q3 | $3.5M | Sell |
51,052
-1,041
| -2% | -$73.7K | 0.58% | 26 |
|
|
2023
Q2 | $3.67M | Sell |
52,093
-412
| -0.8% | -$27.2K | 0.59% | 26 |
|
|
2023
Q1 | $3.35M | Sell |
52,505
-17
| -0% | -$1.04K | 0.59% | 26 |
|
|
2022
Q4 | $3.07M | Buy |
52,522
+11,719
| +29% | +$704K | 0.58% | 26 |
|
|
2022
Q3 | $2.36M | Sell |
40,803
-63
| -0.2% | -$4.09K | 0.51% | 24 |
|
|
2022
Q2 | $2.47M | Buy |
40,866
+28
| +0.1% | +$1.85K | 0.58% | 23 |
|
|
2022
Q1 | $3.12M | Sell |
40,838
-27
| -0.1% | -$2.03K | 0.65% | 21 |
|
|
2021
Q4 | $3.42M | Sell |
40,865
-17
| -0% | -$1.37K | 0.69% | 21 |
|
|
2021
Q3 | $3.02M | Buy |
40,882
+33,452
| +450% | +$2.55M | 0.67% | 21 |
|
|
2021
Q2 | $867K | Sell |
7,430
-35,336
| -83% | -$2.45M | 0.2% | 46 |
|
|
2021
Q1 | $2.78M | Sell |
42,766
-11,615
| -21% | -$751K | 0.69% | 20 |
|
|
2020
Q4 | $3.47M | Sell |
54,381
-3,827
| -7% | -$232K | 0.91% | 18 |
|
|
2020
Q3 | $3.4M | Buy |
58,208
+14,320
| +33% | +$811K | 1.04% | 17 |
|
|
2020
Q2 | $2.3M | Buy |
43,888
+612
| +1% | +$29.3K | 0.81% | 19 |
|
|
2020
Q1 | $1.79M | Buy |
43,276
+8
| +0% | +$378 | 0.71% | 20 |
|
|
2019
Q4 | $2.1M | Buy |
43,268
+20
| +0% | +$927 | 0.75% | 20 |
|
|
2019
Q3 | $1.95M | Sell |
43,248
-860
| -2% | -$38.9K | 0.77% | 20 |
|
|
2019
Q2 | $1.98M | Buy |
44,108
+280
| +0.6% | +$12.3K | 0.83% | 19 |
|
|
2019
Q1 | $1.9M | Buy |
43,828
+12
| +0% | +$492 | 0.84% | 19 |
|
|
2018
Q4 | $1.65M | Sell |
43,816
-648
| -1% | -$26.2K | 0.84% | 20 |
|
|
2018
Q3 | $1.97M | Sell |
44,464
-608
| -1% | -$26.1K | 1.11% | 13 |
|
|
2018
Q2 | $1.83M | Hold |
45,072
| – | – | 1.2% | 12 |
|
|
2018
Q1 | $1.73M | Buy |
45,072
+292
| +0.7% | +$11.6K | 1.22% | 12 |
|
|
2017
Q4 | $1.77M | Buy |
+44,780
| New | +$1.67M | 1.25% | 13 |
|
Other funds holding IVW
Winthrop Advisory Group's IVW Position: Q2 2026 in Review
Winthrop Advisory Group increased its iShares S&P 500 Growth ETF (IVW) stake by 6.3% in Q2 2026, buying an estimated $366K and bringing the position to 46,877 shares worth $6.45M. The position accounts for 0.43% of the portfolio, ranked #34.
Winthrop Advisory Group first reported a position in IVW in Q4 2017 and has held it in 34 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Winthrop Advisory Group held 46,877 shares of iShares S&P 500 Growth ETF worth $6.45M as of Q2 2026.
- Winthrop Advisory Group bought 2,774 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $366K.
- iShares S&P 500 Growth ETF made up 0.43% of Winthrop Advisory Group's portfolio in Q2 2026, its #34 holding.
- Winthrop Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q4 2017 and has held it in 34 quarters since.
- 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.