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iShares S&P 500 Index shares owned by Castleview Partners

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

Historical chart of Castleview Partners investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 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 Index by Castleview Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $576k 861 669.30
2025-03-31 $341k 607 561.90
2024-12-31 $377k 642 587.45
2024-09-30 $452k 826 547.23
2024-06-30 $452k 826 547.23
2024-03-31 $342k 650 525.55
2023-12-31 $311k 651 477.63
2023-09-30 $286k 665 429.43
2023-06-30 $299k 670 445.71
2023-03-31 $208k 507 411.08
2022-12-31 $195k 507 384.21
2022-09-30 $204k 570 357.89
2022-06-30 $656k 249k 2.64
2022-03-31 $297k 656 452.74
2021-12-31 $620k 296k 2.10
2021-06-30 $270k 629 429.25
2018-03-31 $898k 3.4k 265.29