iShares S&P 500 Index shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $596k | 887 | 671.78 |
| 2025-06-30 | $562k | 887 | 634.09 |
| 2025-03-31 | $499k | 887 | 562.69 |
| 2024-12-31 | $543k | 887 | 612.68 |
| 2024-09-30 | $536k | 933 | 574.27 |
| 2024-06-30 | $511k | 931 | 548.53 |
| 2024-03-31 | $468k | 931 | 502.83 |
| 2023-12-31 | $473k | 1.0k | 469.10 |
| 2023-09-30 | $434k | 1.0k | 430.45 |
| 2023-06-30 | $336k | 761 | 441.93 |
| 2023-03-31 | $222k | 538 | 412.96 |
| 2022-12-31 | $311k | 763 | 406.91 |
| 2021-03-31 | $277k | 668 | 414.67 |
| 2020-12-31 | $264k | 686 | 384.84 |
| 2019-03-31 | $29k | 100 | 284.56 |
More positions owned by Castle Rock Wealth Management
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