Ownership history in Windsor Advisory Group, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Windsor Advisory Group, LLC reported a position in ISHARES TR (IVV). 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 | UNCHANGED | 9,751 | — | 0% | 5.96% | $6.7M | $683.12 |
| 2025 Q3 | REDUCED | 9,751 | -356 | -3.5% | 5.78% | $6.5M | $665.17 |
| 2025 Q2 | ADDED | 10,107 | +306 | +3.1% | 8.91% | $6.3M | $615.21 |
| 2025 Q1 | ADDED | 9,801 | +9,751 | +19502.0% | 7.12% | $5.5M | $555.02 |
| 2024 Q4 | ADDED | 50 | +25 | +100.0% | 0.03% | $29K | $579.67 |
| 2024 Q3 | INITIATED | 25 | — | — | 0.02% | $14K | $566.00 |
As of 2025 Q4 — sorted by position size