Ownership history in WIN ADVISORS, INC · 14 quarters on record
This page tracks every 13F SEC filing in which WIN ADVISORS, INC reported a position in ISHARES TR CORE S&P U S GROWTH ETF (IUSG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 94,933 | +76,982 | +428.8% | 6.77% | $15.9M | $167.76 |
| 2025 Q3 | REDUCED | 17,951 | -29,873 | -62.5% | 1.44% | $3.0M | $164.10 |
| 2025 Q2 | ADDED | 47,824 | +15,694 | +48.8% | 3.47% | $7.2M | $149.77 |
| 2024 Q4 | REDUCED | 32,130 | -38,117 | -54.3% | 2.17% | $4.5M | $138.38 |
| 2024 Q3 | REDUCED | 70,247 | -31,427 | -30.9% | 4.35% | $9.3M | $130.76 |
| 2024 Q2 | REDUCED | 101,674 | -34,327 | -25.2% | 5.79% | $13.0M | $126.13 |
| 2024 Q1 | ADDED | 136,001 | +84,784 | +165.5% | 7.02% | $15.9M | $115.83 |
| 2023 Q3 | ADDED | 51,217 | +50,626 | +8566.2% | 2.38% | $4.9M | $93.29 |
| 2023 Q2 | REDUCED | 591 | -70 | -10.6% | 0.42% | $311K | $95.70 |
| 2022 Q4 | REDUCED | 661 | -240 | -26.6% | 0.02% | $54K | $79.46 |
As of 2025 Q4 — sorted by position size