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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$854K Sell
2025
Q2
$1.53M Sell
2025
Q1
$1.48M Sell
2024
Q4
$1.69M Buy
2024
Q1
Sell
2023
Q4
$1.61M Buy