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Castle Financial & Retirement Planning Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Castle Financial & Retirement Planning Associates’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$966K Buy
+2,134
New +$983K 3.28% 11

Other funds holding IVV

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Envestnet Asset Management
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's IVV Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in iShares Core S&P 500 ETF (IVV) in Q4 2021: 2,134 shares worth $966K. The stake represents 3.28% of the portfolio and ranks #11 among its holdings.

2,611 funds tracked by Wall St. Rank hold IVV as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 2,134 shares of iShares Core S&P 500 ETF worth $966K as of Q4 2021.
  • iShares Core S&P 500 ETF was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • iShares Core S&P 500 ETF made up 3.28% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #11 holding.
  • 2,611 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.