ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Winthrop Advisory Group LLC's Holding History (CIK: 0001739043)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 918,312 Value ($000) $136,544 Avg Close — Range —
Q3 2025
Shares 900,447 Value ($000) $131,150 Avg Close — Range —
Q2 2025
Shares 864,811 Value ($000) $116,784 Avg Close — Range —
Q1 2025
Shares 815,720 Value ($000) $99,526 Avg Close — Range —
Q4 2024
Shares 815,056 Value ($000) $104,832 Avg Close — Range —
Q3 2024
Shares 784,194 Value ($000) $98,510 Avg Close — Range —
Q2 2024
Shares 759,451 Value ($000) $90,208 Avg Close — Range —
Q1 2024
Shares 715,729 Value ($000) $82,524 Avg Close — Range —
Q4 2023
Shares 681,337 Value ($000) $71,697 Avg Close — Range —
Q3 2023
Shares 632,595 Value ($000) $59,859 Avg Close — Range —
Q2 2023
Shares 575,774 Value ($000) $56,334 Avg Close — Range —
Q1 2023
Shares 521,247 Value ($000) $47,199 Avg Close — Range —
Q4 2022
Shares 500,044 Value ($000) $42,404 Avg Close — Range —
Q3 2022
Shares 489,606 Value ($000) $38,943 Avg Close — Range —
Q2 2022
Shares 496,198 Value ($000) $41,571 Avg Close — Range —
Q1 2022
Shares 503,144 Value ($000) $50,787 Avg Close — Range —
Q4 2021
Shares 477,298 Value ($000) $51,061 Avg Close — Range —
Q3 2021
Shares 445,496 Value ($000) $43,828 Avg Close — Range —
Q2 2021
Shares 417,096 Value ($000) $41,198 Avg Close — Range —
Q1 2021
Shares 356,203 Value ($000) $32,628 Avg Close — Range —
Q4 2020
Shares 269,770 Value ($000) $23,260 Avg Close — Range —
Q3 2020
Shares 222,528 Value ($000) $16,923 Avg Close — Range —
Q2 2020
Shares 183,979 Value ($000) $12,844 Avg Close — Range —
Q1 2020
Shares 177,428 Value ($000) $10,151 Avg Close — Range —
Q4 2019
Shares 210,103 Value ($000) $15,272 Avg Close — Range —
Q3 2019
Shares 188,801 Value ($000) $12,663 Avg Close — Range —
Q2 2019
Shares 168,589 Value ($000) $11,233 Avg Close — Range —
Q1 2019
Shares 9,497 Value ($000) $616 Avg Close — Range —