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iShares S&P 500 Value Index shares owned by Castlekeep Investment Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Castlekeep Investment Advisors from 13F filings

Historical chart of Castlekeep Investment Advisors 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 Castlekeep Investment Advisors 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 Castlekeep Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $204k 963 212.07

More positions owned by Castlekeep Investment Advisors

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust State Street Spd (KBE)
Spdr Series Trust State Street Spd (BILS)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
Ishares Tr Sp Smcp600vl Etf (IJS)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Great Lakes Dredge & Dock Corporation (GLDD)
Boeing Company (BA)
Golub Capital BDC (GBDC)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Midcap Financial Invstmnt Com New (MFIC)
Citigroup Com New (C)

View all positions for Castlekeep Investment Advisors

Top funds holding iShares S&P 500 Value Index

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