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iShares S&P 500 Index shares owned by Winthrop Capital Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Winthrop Capital Management from 13F filings

Historical chart of Winthrop Capital Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Winthrop Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Winthrop Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.8M 11k 684.93
2025-09-30 $8.2M 12k 669.27
2025-06-30 $6.9M 11k 620.89
2025-03-31 $5.8M 10k 561.95
2024-12-31 $6.1M 10k 591.01
2023-12-31 $5.5M 12k 477.64

More positions owned by Winthrop Capital Management

Vanguard World Inf Tech Etf (VGT)
Spdr Series Trust State Street Spd (SPSB)
Eli Lilly & Co. (LLY)
Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX)
Vanguard World Financials Etf (VFH)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr State Street Com (XLC)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Iboxx Ig Corp Bond Iboxx Inv Cp Etf (LQD)
Select Sector Spdr Tr State Street Hea (XLV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Select Sector Spdr Tr State Street Con (XLY)

View all positions for Winthrop Capital Management

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Marshall Wace
Envestnet Asset Management
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
CI Private Wealth
Jones Financial Companies, L.L
NISA Investment Advisors
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
LPL Financial

View all funds holding iShares S&P 500 Index