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Castleview Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Castleview Partners’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.11M Buy
4,877
+1,247
+34% +$291K 0.49% 46
2026
Q2 		$824K Buy
+3,630
New +$811K 0.36% 62
2025
Q1 		– Sell
-213
Closed -$40.5K – 371
2024
Q4 		$40.5K Hold
213
– – 0.02% 371
2024
Q3 		$42K Hold
213
– – 0.02% 346
2024
Q2 		$38.8K Buy
+213
New +$38.8K 0.02% 358

Other funds holding IVE

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Castleview Partners's IVE Position: Q3 2026 in Review

Castleview Partners increased its iShares S&P 500 Value ETF (IVE) stake by 34% in Q3 2026, buying an estimated $291K and bringing the position to 4,877 shares worth $1.11M. The position accounts for 0.49% of the portfolio, ranked #46.

Castleview Partners first reported a position in IVE in Q2 2024 and has held it in 5 quarters since. 415 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Castleview Partners held 4,877 shares of iShares S&P 500 Value ETF worth $1.11M as of Q3 2026.
  • Castleview Partners bought 1,247 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $291K.
  • iShares S&P 500 Value ETF made up 0.49% of Castleview Partners's portfolio in Q3 2026, its #46 holding.
  • Castleview Partners first reported a position in iShares S&P 500 Value ETF in Q2 2024 and has held it in 5 quarters since.
  • 415 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.