iShares S&P 500 Growth Index shares owned by Castle Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle Wealth Management investment in iShares S&P 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Castle Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by Castle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $817k | 6.8k | 120.72 |
| 2025-06-30 | $760k | 6.9k | 110.10 |
| 2025-03-31 | $641k | 6.9k | 92.83 |
| 2024-12-31 | $743k | 7.3k | 101.53 |
| 2024-09-30 | $701k | 7.3k | 95.75 |
| 2024-06-30 | $677k | 7.3k | 92.54 |
| 2024-03-31 | $618k | 7.3k | 84.44 |
| 2023-12-31 | $592k | 7.9k | 75.10 |
| 2023-09-30 | $541k | 7.9k | 68.64 |
| 2023-06-30 | $591k | 8.4k | 70.48 |
| 2023-03-31 | $536k | 8.4k | 63.89 |
| 2022-12-31 | $491k | 8.4k | 58.50 |
| 2022-09-30 | $485k | 8.4k | 57.82 |
| 2022-06-30 | $506k | 8.4k | 60.32 |