Windsor Wealth Management, Inc. / NEAR
Windsor Wealth Management, Inc.’s Ishares U S Etf Tr Position
Does Windsor Wealth Management, Inc. own Ishares U S Etf Tr (NEAR)? Yes — 127.3K shares worth $6M (+1.16% of its 13F portfolio) as of Q3 2023, up from 118.9K shares the prior filed quarter.
Position Value
$6M
Q3 2023
Shares
127.3K
% of Portfolio
+1.16%
Quarters Held
19
currently held
Position History NEAR
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2023 | 127.3K | $6M | +1.16% |
| Q2 2023 | 118.9K | $6M | +1.06% |
| Q1 2023 | 118.4K | $6M | +1.14% |
| Q4 2022 | 128.2K | $6M | +1.31% |
| Q3 2022 | 152.2K | $7M | +1.86% |
| Q2 2022 | 163.6K | $8M | +2.06% |
| Q1 2022 | 157.2K | $8M | +1.44% |
| Q4 2021 | 140.8K | $7M | +1.29% |
| Q3 2021 | 126.0K | $6M | +1.32% |
| Q2 2021 | 114.3K | $6M | +1.24% |
| Q1 2021 | 112.4K | $6M | +1.34% |
| Q4 2020 | 118.9K | $6M | +1.52% |
| Q3 2020 | 119.3K | $6M | +1.74% |
| Q2 2020 | 116.5K | $6M | +1.85% |
| Q1 2020 | 120.3K | $6M | +2.35% |
| Q4 2019 | 101.7K | $5M | +1.88% |
| Q3 2019 | 77.9K | $4M | +1.71% |
| Q2 2019 | 28.5K | $1M | +0.63% |
| Q1 2019 | 21.6K | $1M | +0.61% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Windsor Wealth Management, Inc.’s full portfolio or all institutional holders of NEAR.