Winthrop Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.35M	Sell	11,944 -1,518	-11%	-$183K	0.35%	61
2025 Q4	$1.66M	Sell	13,462 -32	-0.2%	-$3.92K	0.39%	55
2025 Q3	$1.63M	Buy	13,494 +2	+0%	+$230	0.39%	50
2025 Q2	$1.49M	Buy	13,492 +2	+0%	+$198	0.38%	54
2025 Q1	$1.25M	Sell	13,490 -190	-1%	-$19.2K	0.34%	61
2024 Q4	$1.4M	Buy	+13,680	New	+$1.36M	0.37%	59
2024 Q1	–	Sell	-13,672	Closed	-$1.03M	–	219
2023 Q4	$1.03M	Buy	+13,672	New	+$973K	0.34%	64

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Winthrop Capital Management's IVW Position: Q1 2026 in Review

Winthrop Capital Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 11% in Q1 2026, selling an estimated $183K and leaving 11,944 shares worth $1.35M. The position accounts for 0.35% of the portfolio, ranked #61.

Winthrop Capital Management first reported a position in IVW in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.66M in Q4 2025. 2,042 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Winthrop Capital Management held 11,944 shares of iShares S&P 500 Growth ETF worth $1.35M as of Q1 2026.
Winthrop Capital Management sold 1,518 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $183K.
iShares S&P 500 Growth ETF made up 0.35% of Winthrop Capital Management's portfolio in Q1 2026, its #61 holding.
Winthrop Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 7 quarters since.
Winthrop Capital Management's iShares S&P 500 Growth ETF position peaked at $1.66M in Q4 2025.
2,042 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.