iShares S&P 1500 Index Fund shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $302k | 2.4k | 125.08 |
| 2024-06-30 | $286k | 2.4k | 118.98 |
| 2024-03-31 | $264k | 2.4k | 110.05 |
| 2023-12-31 | $235k | 2.3k | 103.11 |
| 2023-09-30 | $201k | 2.1k | 94.28 |
| 2023-06-30 | $208k | 2.1k | 97.77 |
| 2022-09-30 | $495k | 6.2k | 79.61 |
| 2022-06-30 | $635k | 7.3k | 86.50 |
| 2022-03-31 | $857k | 8.6k | 99.36 |
| 2021-12-31 | $742k | 7.6k | 97.93 |
| 2021-09-30 | $846k | 7.9k | 107.63 |
| 2021-06-30 | $786k | 7.8k | 101.42 |
| 2021-03-31 | $675k | 7.1k | 95.08 |
| 2020-06-30 | $202k | 2.7k | 74.37 |
| 2019-12-31 | $205k | 2.7k | 75.51 |
More positions owned by Castle Rock Wealth Management
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