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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$118K	Hold	330	–	–	0.03%	144
2025 Q4	$123K	Hold	330	–	–	0.03%	149
2025 Q3	$121K	Hold	330	–	–	0.03%	136
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	+$80.8K	0.03%	148

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Winthrop Capital Management held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 330 shares worth $118K. The position accounts for 0.03% of the portfolio, ranked #144.

Winthrop Capital Management first reported a position in IWB in Q4 2023 and has held it in 7 quarters since. The position peaked at $123K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Winthrop Capital Management held 330 shares of iShares Russell 1000 ETF worth $118K as of Q1 2026.
Winthrop Capital Management left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.03% of Winthrop Capital Management's portfolio in Q1 2026, its #144 holding.
Winthrop Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 7 quarters since.
Winthrop Capital Management's iShares Russell 1000 ETF position peaked at $123K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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