iShares S&P 500 Index shares owned by Castle Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 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 Index by Castle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 3.2k | 669.21 |
| 2025-06-30 | $2.1M | 3.5k | 620.94 |
| 2025-03-31 | $2.6M | 4.7k | 561.89 |
| 2024-12-31 | $2.8M | 4.8k | 588.62 |
| 2024-09-30 | $2.9M | 5.1k | 576.83 |
| 2024-06-30 | $2.8M | 5.1k | 547.20 |
| 2024-03-31 | $2.7M | 5.1k | 525.77 |
| 2023-12-31 | $2.6M | 5.4k | 477.62 |
| 2023-09-30 | $2.6M | 6.0k | 431.40 |
| 2023-06-30 | $1.7M | 3.8k | 445.73 |
| 2023-03-31 | $2.0M | 4.8k | 411.09 |
| 2022-12-31 | $9.2M | 24k | 384.21 |
| 2022-09-30 | $8.3M | 23k | 358.64 |
| 2022-06-30 | $9.6M | 25k | 379.13 |