ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 181,625 Value ($000) $124,403 Avg Close — Range —
Q3 2025
Shares 180,084 Value ($000) $120,530 Avg Close — Range —
Q2 2025
Shares 176,589 Value ($000) $109,644 Avg Close — Range —
Q1 2025
Shares 163,813 Value ($000) $92,046 Avg Close — Range —
Q4 2024
Shares 165,969 Value ($000) $97,702 Avg Close — Range —
Q3 2024
Shares 210,621 Value ($000) $99,461 Avg Close — Range —
Q2 2024
Shares 160,712 Value ($000) $87,947 Avg Close — Range —
Q1 2024
Shares 155,691 Value ($000) $81,852 Avg Close — Range —
Q4 2023
Shares 151,848 Value ($000) $72,527 Avg Close — Range —
Q3 2023
Shares 144,633 Value ($000) $62,393 Avg Close — Range —
Q2 2023
Shares 137,261 Value ($000) $61,179 Avg Close — Range —
Q1 2023
Shares 129,446 Value ($000) $53,213 Avg Close — Range —
Q4 2022
Shares 126,720 Value ($000) $48,687 Avg Close — Range —
Q3 2022
Shares 121,239 Value ($000) $43,482 Avg Close — Range —
Q2 2022
Shares 120,285 Value ($000) $45,606 Avg Close — Range —
Q1 2022
Shares 119,515 Value ($000) $54,223 Avg Close — Range —
Q4 2021
Shares 115,719 Value ($000) $55,197 Avg Close — Range —
Q3 2021
Shares 116,925 Value ($000) $50,374 Avg Close — Range —
Q2 2021
Shares 119,588 Value ($000) $51,421 Avg Close — Range —
Q1 2021
Shares 128,776 Value ($000) $51,230 Avg Close — Range —
Q4 2020
Shares 140,132 Value ($000) $52,604 Avg Close — Range —
Q3 2020
Shares 126,318 Value ($000) $42,745 Avg Close — Range —
Q2 2020
Shares 106,938 Value ($000) $33,344 Avg Close — Range —
Q1 2020
Shares 93,472 Value ($000) $24,153 Avg Close — Range —
Q4 2019
Shares 116,219 Value ($000) $37,567 Avg Close — Range —
Q3 2019
Shares 105,393 Value ($000) $31,462 Avg Close — Range —
Q2 2019
Shares 96,817 Value ($000) $28,537 Avg Close — Range —
Q1 2019
Shares 90,754 Value ($000) $26,018 Avg Close — Range —
Q4 2018
Shares 83,422 Value ($000) $20,990 Avg Close — Range —
Q3 2018
Shares 84,765 Value ($000) $24,570 Avg Close — Range —
Q2 2018
Shares 55,993 Value ($000) $15,289 Avg Close — Range —
Q1 2018
Shares 41,513 Value ($000) $10,991 Avg Close — Range —
Q4 2017
Shares 25,110 Value ($000) $6,933 Avg Close — Range —