Winthrop Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$342K	Hold	3,716	–	–	0.09%	107
2025 Q1	$316K	Hold	3,716	–	–	0.09%	107
2024 Q4	$329K	Buy	+3,716	New	+$329K	0.09%	111
2024 Q1	–	Sell	-3,776	Closed	-$294K	–	224
2023 Q4	$294K	Buy	+3,776	New	+$294K	0.1%	108