WAG
IVV icon

Windsor Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Windsor Advisory Group’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.28M Buy
10,107
+306
+3% +$190K 8.91% 2
2025
Q1 		$5.51M Buy
9,801
+9,751
+19,502% +$5.48M 7.12% 3
2024
Q4 		$29.4K Buy
50
+25
+100% +$14.7K 0.03% 73
2024
Q3 		$14.4K Buy
+25
New +$14.4K 0.02% 76