Windsor Capital Management, LLC IVV Holdings History
Windsor Capital Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Windsor Capital Management, LLC held 57,013.00 shares of iShares Core S&P 500 ETF(IVV), totaling $35.40 Mil. This investment constitutes 10.32% of their stock portfolio, and Windsor Capital Management, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2013Q4. And since then Windsor Capital Management, LLC has made 21 purchases of IVV, at an average price of $270.42, for a total of 80,796.00 shares. In addition, there have been 18 sales at an average price of $356.58 for 23,783.00 shares. Based on historical transaction data and IVV's current price of $630.67, Windsor Capital Management, LLC's estimated gain on his IVV holdings is $22.59 Mil, reflecting a 103.39% gain to date.
Windsor Capital Management, LLC IVV ($630.67) Holding Chart
Windsor Capital Management, LLC IVV ($630.67) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
