Winthrop Advisory Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.27M	Buy	13,098 +12	+0.1%	+$1.2K	0.1%	68
2025 Q4	$1.26M	Sell	13,086 -381	-3%	-$36.6K	0.11%	64
2025 Q3	$1.3M	Buy	13,467 +3,141	+30%	+$298K	0.11%	63
2025 Q2	$950K	Sell	10,326 -156	-1%	-$13.5K	0.09%	68
2025 Q1	$892K	Buy	10,482 +9	+0.1%	+$803	0.11%	63
2024 Q4	$926K	Sell	10,473 -49	-0.5%	-$4.45K	0.11%	63
2024 Q3	$927K	Sell	10,522 -79	-0.7%	-$6.66K	0.11%	61
2024 Q2	$860K	Buy	10,601 +106	+1%	+$8.63K	0.12%	59
2024 Q1	$883K	Sell	10,495 -39,065	-79%	-$3.1M	0.13%	58
2023 Q4	$3.72M	Buy	49,560 +39,869	+411%	+$2.83M	0.58%	27
2023 Q3	$674K	Hold	9,691	–	–	0.11%	60
2023 Q2	$708K	Sell	9,691 -655	-6%	-$45.6K	0.11%	61
2023 Q1	$723K	Buy	10,346 +11	+0.1%	+$777	0.13%	59
2022 Q4	$697K	Sell	10,335 -8,281	-44%	-$558K	0.13%	59
2022 Q3	$1.16M	Buy	18,616 +1,249	+7%	+$85.9K	0.25%	41
2022 Q2	$1.12M	Buy	17,367 +10,300	+146%	+$733K	0.26%	40
2022 Q1	$551K	Buy	7,067 +6	+0.1%	+$462	0.11%	64
2021 Q4	$586K	Buy	7,061 +6	+0.1%	+$492	0.12%	61
2021 Q3	$552K	Buy	7,055 +6	+0.1%	+$481	0.12%	57
2021 Q2	$559K	Buy	7,049 +1,118	+19%	+$86.7K	0.13%	57
2021 Q1	$428K	Buy	5,931 +5	+0.1%	+$361	0.11%	69
2020 Q4	$406K	Buy	5,926 +7	+0.1%	+$446	0.11%	71
2020 Q3	$342K	Sell	5,919 -512	-8%	-$29.1K	0.1%	73
2020 Q2	$345K	Sell	6,431 -16	-0.2%	-$802	0.12%	59
2020 Q1	$278K	Sell	6,447 -23,173	-78%	-$1.28M	0.11%	67
2019 Q4	$1.77M	Buy	29,620 +382	+1%	+$21.9K	0.64%	24
2019 Q3	$1.64M	Buy	29,238 +16	+0.1%	+$894	0.65%	23
2019 Q2	$1.63M	Buy	29,222 +8	+0%	+$439	0.68%	24
2019 Q1	$1.59M	Sell	29,214 -21,351	-42%	-$1.11M	0.7%	21
2018 Q4	$2.35M	Buy	50,565 +42,381	+518%	+$2.14M	1.19%	14
2018 Q3	$451K	Sell	8,184 -324	-4%	-$17.8K	0.25%	45
2018 Q2	$451K	Hold	8,508	–	–	0.3%	43
2018 Q1	$438K	Sell	8,508 -440	-5%	-$23.2K	0.31%	45
2017 Q4	$474K	Buy	+8,948	New	+$454K	0.34%	43