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
2026 Q2	$4.51M	Sell	6,029 -2,125	-26%	-$1.55M	1.09%	28
2026 Q1	$5.33M	Sell	8,154 -3,164	-28%	-$2.16M	1.37%	24
2025 Q4	$7.75M	Sell	11,318 -955	-8%	-$649K	1.81%	17
2025 Q3	$8.21M	Buy	12,273 +1,131	+10%	+$728K	1.99%	16
2025 Q2	$6.92M	Buy	11,142 +778	+8%	+$447K	1.75%	17
2025 Q1	$5.82M	Sell	10,364 -25	-0.2%	-$14.8K	1.6%	18
2024 Q4	$6.14M	Buy	+10,389	New	+$6.15M	1.63%	19
2024 Q1	–	Sell	-11,485	Closed	-$5.49M	–	218
2023 Q4	$5.49M	Buy	+11,485	New	+$5.14M	1.79%	16

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Winthrop Capital Management's IVV Position: Q2 2026 in Review

Winthrop Capital Management reduced its iShares Core S&P 500 ETF (IVV) stake by 26% in Q2 2026, selling an estimated $1.55M and leaving 6,029 shares worth $4.51M. The position accounts for 1.09% of the portfolio, ranked #28.

Winthrop Capital Management first reported a position in IVV in Q4 2023 and has held it in 8 quarters since. The position peaked at $8.21M in Q3 2025. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Winthrop Capital Management held 6,029 shares of iShares Core S&P 500 ETF worth $4.51M as of Q2 2026.
Winthrop Capital Management sold 2,125 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.55M.
iShares Core S&P 500 ETF made up 1.09% of Winthrop Capital Management's portfolio in Q2 2026, its #28 holding.
Winthrop Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 8 quarters since.
Winthrop Capital Management's iShares Core S&P 500 ETF position peaked at $8.21M in Q3 2025.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.