Windsor Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Windsor Advisory Group's IVV Position: Q1 2026 in Review
Windsor Advisory Group held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 9,751 shares worth $6.37M. The position accounts for 5.32% of the portfolio, ranked #4.
Windsor Advisory Group first reported a position in IVV in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.68M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Windsor Advisory Group held 9,751 shares of iShares Core S&P 500 ETF worth $6.37M as of Q1 2026.
- Windsor Advisory Group left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
- iShares Core S&P 500 ETF made up 5.32% of Windsor Advisory Group's portfolio in Q1 2026, its #4 holding.
- Windsor Advisory Group first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
- Windsor Advisory Group's iShares Core S&P 500 ETF position peaked at $6.68M in Q4 2025.
- 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.