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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$18K	Hold	139	–	–	﹤0.01%	209
2025 Q1	$18K	Hold	139	–	–	0.01%	190
2024 Q4	$18K	Buy	+139	New	+$18K	﹤0.01%	204
2024 Q1	–	Sell	-139	Closed	-$16.2K	–	225
2023 Q4	$16.2K	Buy	+139	New	+$16.2K	0.01%	199