iShares S&P 500 Value Index shares owned by Castle Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle 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 Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by Castle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 9.9k | 206.51 |
| 2025-06-30 | $2.0M | 10k | 195.43 |
| 2025-03-31 | $1.9M | 10k | 190.58 |
| 2024-12-31 | $2.0M | 11k | 190.88 |
| 2024-09-30 | $2.2M | 11k | 197.17 |
| 2024-06-30 | $2.1M | 12k | 182.02 |
| 2024-03-31 | $2.2M | 12k | 186.81 |
| 2023-12-31 | $2.2M | 13k | 173.89 |
| 2023-09-30 | $2.0M | 13k | 154.64 |
| 2023-06-30 | $2.1M | 13k | 161.19 |
| 2023-03-31 | $2.0M | 13k | 151.76 |
| 2022-12-31 | $1.9M | 13k | 145.07 |
| 2022-09-30 | $1.7M | 13k | 128.55 |
| 2022-06-30 | $1.8M | 13k | 137.48 |