ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 43,774 Value ($000) $5,396 Avg Close Range
Q3 2025
Shares 44,401 Value ($000) $5,360 Avg Close Range
Q2 2025
Shares 44,479 Value ($000) $4,897 Avg Close Range
Q1 2025
Shares 38,204 Value ($000) $3,546 Avg Close Range
Q4 2024
Shares 44,618 Value ($000) $4,530 Avg Close Range
Q2 2024
Shares 46,613 Value ($000) $4,314 Avg Close Range
Q1 2024
Shares 47,936 Value ($000) $4,048 Avg Close Range
Q4 2023
Shares 1,592 Value ($000) $277 Avg Close Range
Q3 2023
Shares 51,052 Value ($000) $3,505 Avg Close Range
Q2 2023
Shares 52,093 Value ($000) $3,672 Avg Close Range
Q1 2023
Shares 52,505 Value ($000) $3,355 Avg Close Range
Q4 2022
Shares 52,522 Value ($000) $3,073 Avg Close Range
Q3 2022
Shares 40,803 Value ($000) $2,360 Avg Close Range
Q2 2022
Shares 40,866 Value ($000) $2,466 Avg Close Range
Q1 2022
Shares 40,838 Value ($000) $3,119 Avg Close Range
Q4 2021
Shares 40,865 Value ($000) $3,419 Avg Close Range
Q3 2021
Shares 40,882 Value ($000) $3,022 Avg Close Range
Q2 2021
Shares 7,430 Value ($000) $867 Avg Close Range
Q1 2021
Shares 42,766 Value ($000) $2,784 Avg Close Range
Q4 2020
Shares 54,381 Value ($000) $3,471 Avg Close Range
Q3 2020
Shares 14,552 Value ($000) $3,395 Avg Close Range
Q2 2020
Shares 10,972 Value ($000) $2,301 Avg Close Range
Q1 2020
Shares 10,819 Value ($000) $1,786 Avg Close Range
Q4 2019
Shares 10,817 Value ($000) $2,095 Avg Close Range
Q3 2019
Shares 10,812 Value ($000) $1,947 Avg Close Range
Q2 2019
Shares 11,027 Value ($000) $1,976 Avg Close Range
Q1 2019
Shares 10,957 Value ($000) $1,904 Avg Close Range
Q4 2018
Shares 10,954 Value ($000) $1,650 Avg Close Range
Q3 2018
Shares 11,116 Value ($000) $1,969 Avg Close Range
Q2 2018
Shares 11,268 Value ($000) $1,832 Avg Close Range
Q1 2018
Shares 11,268 Value ($000) $1,731 Avg Close Range
Q4 2017
Shares 11,195 Value ($000) $1,766 Avg Close Range