Castle Rock Wealth Management »

iShares S&P 500 Value Index shares owned by Castle Rock Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Castle Rock Wealth Management from 13F filings

Historical chart of Castle Rock Wealth Management investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Castle Rock Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Castle Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 12k 195.89

More positions owned by Castle Rock Wealth Management

Coca-Cola Company (KO)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Ishares Tr TRS FLT RT BD (TFLO)
Amazon (AMZN)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Meta Platforms Cl A (META)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Castle Rock Wealth Management

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
LPL Financial
UBS Group
Stifel Financial
Goldman Sachs Group
Ameriprise Financial
Pnc Financial Services
Cetera Investment Advisers
Raymond James Financial
Envestnet Portfolio Solutions
CWM

View all funds holding iShares S&P 500 Value Index