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

Winthrop Capital Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.92M	Buy
2025 Q1	$5.82M	Sell
2024 Q4	$6.14M	Buy
2024 Q1	–	Sell
2023 Q4	$5.49M	Buy