Castleview Partners’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Castleview Partners's IVE Position: Q2 2026 in Review
Castleview Partners opened a new position in iShares S&P 500 Value ETF (IVE) in Q2 2026: 3,630 shares worth $824K. The stake represents 0.36% of the portfolio and ranks #62 among its holdings. This is a return to the name: Castleview Partners previously reported a position in IVE as recently as Q4 2024.
Castleview Partners first reported a position in IVE in Q2 2024 and has held it in 4 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Castleview Partners held 3,630 shares of iShares S&P 500 Value ETF worth $824K as of Q2 2026.
- iShares S&P 500 Value ETF was a new Castleview Partners position in Q2 2026.
- iShares S&P 500 Value ETF made up 0.36% of Castleview Partners's portfolio in Q2 2026, its #62 holding.
- Castleview Partners first reported a position in iShares S&P 500 Value ETF in Q2 2024 and has held it in 4 quarters since.
- 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.