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iShares S&P 500 Index shares owned by Windsor Advisory Group

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Windsor Advisory Group from 13F filings

Historical chart of Windsor Advisory Group 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 Windsor Advisory Group 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 Windsor Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.5M 9.8k 669.30
2025-06-30 $6.3M 10k 620.90
2025-03-31 $5.5M 9.8k 561.90
2024-12-31 $29k 50 588.68
2024-09-30 $14k 25 576.84

More positions owned by Windsor Advisory Group

Paychex (PAYX)
Worthington Industries (WOR)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Worthington Stl Com Shs (WS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Huntington Bancshares Incorporated (HBAN)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Enterprise Products Partners (EPD)
Verizon Communications (VZ)
JPMorgan Chase & Co. (JPM)

View all positions for Windsor Advisory Group

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index