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iShares S&P 500 Value Index shares owned by Castleview Partners

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

Historical chart of Castleview Partners 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 Castleview Partners 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 Castleview Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $824k 3.6k 227.06
2024-12-31 $42k 213 197.17
2024-09-30 $42k 213 197.17
2024-06-30 $39k 213 182.01

More positions owned by Castleview Partners

Valued Advisers Tr Regan Fltg Rate (MBSF)
Advisor Managed Portfolios Rega Fix Mbs Etf (MBSX)
Tesla Motors (TSLA)
Apple (AAPL)
Nomura Etf Tr Tax Free Usa Srt (STAX)
Home Depot (HD)
ConocoPhillips (COP)
Managed Portfolio Ser Leuthold Select (LST)
Bristol Myers Squibb (BMY)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Kkr & Co (KKR)
Amgen (AMGN)
Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)
UnitedHealth (UNH)
Proshares Tr Pshs Ultra Qqq (QLD)

View all positions for Castleview Partners

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