Winthrop Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.54M	Sell	14,045 -94	-0.7%	-$10.3K	0.39%	52
2025 Q1	$1.48M	Sell	14,139 -580	-4%	-$60.7K	0.41%	49
2024 Q4	$1.69M	Buy	+14,719	New	+$1.69M	0.45%	48
2024 Q1	–	Sell	-14,862	Closed	-$1.61M	–	210
2023 Q4	$1.61M	Buy	+14,862	New	+$1.61M	0.53%	42