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 Q2	$135K	Hold	330	–	–	0.03%	135
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

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

Winthrop Capital Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 330 shares worth $135K. The position accounts for 0.03% of the portfolio, ranked #135.

Winthrop Capital Management first reported a position in IWB in Q4 2023 and has held it in 8 quarters since. 1,555 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Winthrop Capital Management held 330 shares of iShares Russell 1000 ETF worth $135K as of Q2 2026.
Winthrop Capital Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.03% of Winthrop Capital Management's portfolio in Q2 2026, its #135 holding.
Winthrop Capital Management first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 8 quarters since.
1,555 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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