Winthrop Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

Winthrop Advisory Group’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$946K	Buy	3,147 +654	+26%	+$184K	0.06%	92
2026 Q1	$618K	Sell	2,493 -75	-3%	-$19.3K	0.05%	98
2025 Q4	$632K	Sell	2,568 -16	-0.6%	-$3.93K	0.05%	94
2025 Q3	$625K	Buy	2,584 +1	+0%	+$229	0.05%	90
2025 Q2	$557K	Sell	2,583 -305	-11%	-$61.4K	0.05%	95
2025 Q1	$576K	Buy	2,888 +250	+9%	+$54.2K	0.07%	83
2024 Q4	$583K	Buy	2,638 +36	+1%	+$8.21K	0.07%	87
2024 Q3	$575K	Sell	2,602 -15	-0.6%	-$3.21K	0.07%	79
2024 Q2	$531K	Buy	2,617 +23	+0.9%	+$4.65K	0.07%	77
2024 Q1	$546K	Sell	2,594 -16,066	-86%	-$3.2M	0.08%	75
2023 Q4	$5.11M	Buy	18,660 +16,218	+664%	+$2.91M	0.8%	20
2023 Q3	$434K	Buy	2,442 +1	+0%	+$188	0.07%	79
2023 Q2	$457K	Sell	2,441 -41	-2%	-$7.31K	0.07%	80
2023 Q1	$443K	Sell	2,482 -100	-4%	-$18.4K	0.08%	75
2022 Q4	$450K	Buy	2,582 +272	+12%	+$48.4K	0.09%	73
2022 Q3	$381K	Sell	2,310 -215	-9%	-$39.2K	0.08%	70
2022 Q2	$428K	Sell	2,525 -35	-1%	-$6.45K	0.1%	66
2022 Q1	$525K	Sell	2,560 -200	-7%	-$40.8K	0.11%	67
2021 Q4	$614K	Hold	2,760	–	–	0.12%	59
2021 Q3	$604K	Sell	2,760 -45	-2%	-$9.98K	0.13%	54
2021 Q2	$643K	Sell	2,805 -100	-3%	-$22.5K	0.14%	52
2021 Q1	$642K	Sell	2,905 -20	-0.7%	-$4.37K	0.16%	49
2020 Q4	$574K	Sell	2,925 -42	-1%	-$7.35K	0.15%	54
2020 Q3	$447K	Sell	2,967 -237	-7%	-$35.7K	0.14%	61
2020 Q2	$454K	Sell	3,204 -510	-14%	-$66.9K	0.16%	47
2020 Q1	$425K	Sell	3,714 -2,533	-41%	-$378K	0.17%	44
2019 Q4	$1.03M	Buy	6,247 +69	+1%	+$10.9K	0.37%	34
2019 Q3	$935K	Buy	6,178 +54	+0.9%	+$8.25K	0.37%	33
2019 Q2	$952K	Sell	6,124 -20	-0.3%	-$3.08K	0.4%	31
2019 Q1	$948K	Buy	6,144 +721	+13%	+$108K	0.42%	33
2018 Q4	$726K	Buy	5,423 +8	+0.1%	+$1.19K	0.37%	34
2018 Q3	$913K	Sell	5,415 -106	-2%	-$17.9K	0.51%	27
2018 Q2	$904K	Hold	5,521	–	–	0.59%	23
2018 Q1	$852K	Buy	5,521 +2	+0%	+$309	0.6%	22
2017 Q4	$854K	Buy	+5,519	New	+$829K	0.61%	25

Other funds holding IWM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Winthrop Advisory Group's IWM Position: Q2 2026 in Review

Winthrop Advisory Group increased its iShares Russell 2000 ETF (IWM) stake by 26% in Q2 2026, buying an estimated $184K and bringing the position to 3,147 shares worth $946K. The position accounts for 0.06% of the portfolio, ranked #92.

Winthrop Advisory Group first reported a position in IWM in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.11M in Q4 2023. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Winthrop Advisory Group held 3,147 shares of iShares Russell 2000 ETF worth $946K as of Q2 2026.
Winthrop Advisory Group bought 654 iShares Russell 2000 ETF shares in Q2 2026, an estimated $184K.
iShares Russell 2000 ETF made up 0.06% of Winthrop Advisory Group's portfolio in Q2 2026, its #92 holding.
Winthrop Advisory Group first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 35 quarters since.
Winthrop Advisory Group's iShares Russell 2000 ETF position peaked at $5.11M in Q4 2023.
1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.