Winthrop Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$112K	Hold	330	–	–	0.03%	149
2025 Q1	$101K	Hold	330	–	–	0.03%	137
2024 Q4	$107K	Buy	+330	New	+$107K	0.03%	145
2024 Q1	–	Sell	-330	Closed	-$86.5K	–	220
2023 Q4	$86.5K	Buy	+330	New	+$86.5K	0.03%	148