iShares S&P 1500 Index Fund shares owned by Castleview Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Castleview Partners
from 13F filings
Historical chart of Castleview Partners investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Castleview Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $2.0M | 12k | 164.27 |
| 2024-12-31 | $81k | 641 | 125.62 |
| 2024-09-30 | $81k | 641 | 125.62 |
| 2024-06-30 | $76k | 641 | 118.78 |
| 2024-03-31 | $77k | 666 | 115.30 |
| 2023-12-31 | $66k | 630 | 105.23 |
| 2022-06-30 | $1.4k | 12 | 117.67 |
| 2022-03-31 | $52k | 520 | 100.00 |
| 2021-12-31 | $460k | 49k | 9.35 |
| 2021-06-30 | $24k | 243 | 98.77 |
More positions owned by Castleview Partners
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