Windsor Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $39.6M | Buy |
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|
2025
Q2 | $35.4M | Buy |
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|
2025
Q1 | $31.3M | Sell |
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|
2024
Q4 | $33.8M | Sell |
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|
2024
Q3 | $33.3M | Buy |
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|
2024
Q2 | $31.5M | Buy |
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|
2024
Q1 | $29.3M | Buy |
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|
2023
Q4 | $26.2M | Sell |
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|
2023
Q3 | $23.7M | Sell |
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|
2023
Q2 | $24.8M | Buy |
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|
2023
Q1 | $22.4M | Buy |
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|
2022
Q4 | $19.9M | Sell |
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|
2022
Q3 | $18.8M | Buy |
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|
2022
Q2 | $19M | Buy |
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|
2022
Q1 | $20.8M | Buy |
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|
2021
Q4 | $20.8M | Sell |
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|
2021
Q3 | $18.8M | Sell |
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|
2021
Q2 | $19.3M | Sell |
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|
2021
Q1 | $18.5M | Sell |
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|
2020
Q4 | $17.7M | Sell |
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|
2020
Q3 | $16.8M | Sell |
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|
2020
Q2 | $17.3M | Sell |
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|
2020
Q1 | $14.5M | Sell |
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|
2019
Q4 | $18.7M | Buy |
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|
2019
Q3 | $17.3M | Sell |
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|
2019
Q2 | $17.1M | Sell |
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|
2019
Q1 | $16.8M | Buy |
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|
2018
Q4 | $14.6M | Buy |
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|
2018
Q3 | $16.8M | Sell |
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|
2018
Q2 | $16.3M | Sell |
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|
2018
Q1 | $16.3M | Sell |
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|
2017
Q4 | $16.7M | Buy |
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|
2017
Q3 | $13.1M | Hold |
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|
2017
Q2 | $13.1M | Buy |
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|
2017
Q1 | $11.8M | Buy |
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|
2016
Q4 | $10.1M | Buy |
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|
2016
Q3 | $8.39M | Buy |
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|
2016
Q2 | $6.62M | Buy |
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|
2016
Q1 | $4.84M | Buy |
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|
2015
Q4 | $3.31M | Buy |
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|
2015
Q3 | $2.9M | Buy |
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|
2015
Q2 | $2.2M | Buy |
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|
2015
Q1 | $1.73M | Buy |
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|
2014
Q4 | $513K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $64K | Hold |
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|
2013
Q3 | $58K | Hold |
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|
2013
Q2 | $55K | Buy |
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