Windsor Capital Management »

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

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

Historical chart of Windsor 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 Windsor 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 Windsor Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $29M 56k 525.73
2023-12-31 $26M 55k 477.63
2023-09-30 $24M 55k 429.43
2023-06-30 $25M 56k 445.71
2023-03-31 $22M 55k 411.08
2022-12-31 $20M 52k 384.21
2022-09-30 $19M 52k 358.64
2022-06-30 $19M 50k 379.15
2022-03-31 $21M 46k 453.68
2021-12-31 $21M 44k 476.97
2021-09-30 $19M 44k 430.80
2021-06-30 $19M 45k 429.90
2021-03-31 $19M 47k 397.81
2020-12-31 $18M 47k 375.32
2020-09-30 $17M 50k 336.06
2020-06-30 $17M 56k 309.70
2020-03-31 $15M 56k 258.40
2019-12-31 $19M 58k 323.24
2019-09-30 $17M 58k 298.51
2019-06-30 $17M 58k 294.75
2019-03-31 $17M 59k 284.56
2018-12-31 $15M 58k 251.60
2018-09-30 $17M 57k 292.72
2018-06-30 $16M 60k 273.05
2018-03-31 $16M 61k 265.35
2017-12-31 $17M 62k 268.84
2017-09-30 $13M 54k 243.41
2017-06-30 $13M 54k 243.41
2017-03-31 $12M 50k 237.27
2016-12-31 $10M 45k 224.98
2016-09-30 $8.4M 39k 217.56
2016-06-30 $6.6M 31k 210.50
2016-03-31 $4.8M 23k 206.64
2015-12-31 $3.3M 16k 204.84
2015-09-30 $2.9M 15k 192.70
2015-06-30 $2.2M 11k 207.20
2015-03-31 $1.7M 8.3k 207.84
2014-12-31 $513k 2.5k 206.77
2013-12-31 $64k 344 186.05
2013-09-30 $58k 344 168.60
2013-06-30 $55k 344 159.88
2013-03-31 $54k 344 156.98
2012-12-31 $41k 289 141.87
2012-09-30 $182k 1.3k 144.67
2012-06-30 $32k 231 138.53
2012-03-31 $33k 231 142.86
2011-12-31 $32k 231 138.53

More positions owned by Windsor Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
Ishares Tr Ibonds 27 Etf (IBDS)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)

View all positions for Windsor Capital Management

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