Winthrop Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.92M	Buy	11,142 +778	+8%	+$483K	1.75%	17
2025 Q1	$5.82M	Sell	10,364 -25	-0.2%	-$14K	1.6%	18
2024 Q4	$6.14M	Buy	+10,389	New	+$6.14M	1.63%	19
2024 Q1	–	Sell	-11,485	Closed	-$5.49M	–	218
2023 Q4	$5.49M	Buy	+11,485	New	+$5.49M	1.79%	16