Winthrop Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$541K Hold
2,509
0.14% 95
2025
Q1
$501K Hold
2,509
0.14% 94
2024
Q4
$554K Buy
+2,509
New +$554K 0.15% 92
2024
Q1
Sell
-2,301
Closed -$462K 222
2023
Q4
$462K Buy
+2,301
New +$462K 0.15% 94