iShares S&P 500 Index shares owned by Castleview Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Castleview Partners
from 13F filings
Historical chart of Castleview Partners investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Castleview Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $342k | 650 | 525.55 |
| 2023-12-31 | $311k | 651 | 477.63 |
| 2023-09-30 | $286k | 665 | 429.43 |
| 2023-06-30 | $299k | 670 | 445.71 |
| 2023-03-31 | $208k | 507 | 411.08 |
| 2022-12-31 | $195k | 507 | 384.21 |
| 2022-09-30 | $204k | 570 | 357.89 |
| 2022-06-30 | $36k | 350 | 101.69 |
| 2022-03-31 | $297k | 656 | 452.74 |
| 2021-12-31 | $620k | 296k | 2.10 |
| 2021-06-30 | $270k | 629 | 429.25 |
| 2018-03-31 | $898k | 3.4k | 265.29 |