Castleview Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Castleview Partners’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
2026 Q2	$587K	Sell	784 -21	-3%	-$15.3K	0.26%	91
2026 Q1	$526K	Sell	805 -65	-7%	-$44.4K	0.27%	79
2025 Q4	$596K	Buy	870 +9	+1%	+$6.11K	0.3%	75
2025 Q3	$576K	Buy	+861	New	+$555K	0.31%	71
2025 Q2	–	Sell	-607	Closed	-$341K	–	181
2025 Q1	$341K	Sell	607 -35	-5%	-$20.7K	0.23%	114
2024 Q4	$377K	Sell	642 -16	-2%	-$9.47K	0.2%	121
2024 Q3	$380K	Sell	658 -168	-20%	-$93.4K	0.22%	112
2024 Q2	$452K	Buy	826 +176	+27%	+$92.5K	0.26%	91
2024 Q1	$342K	Sell	650 -1	-0.2%	-$500	0.19%	121
2023 Q4	$311K	Sell	651 -14	-2%	-$6.27K	0.22%	106
2023 Q3	$286K	Sell	665 -5	-0.7%	-$2.24K	0.26%	88
2023 Q2	$299K	Buy	670 +163	+32%	+$68.7K	0.27%	84
2023 Q1	$208K	Hold	507	–	–	0.18%	126
2022 Q4	$195K	Sell	507 -63	-11%	-$24.3K	0.19%	127
2022 Q3	$204K	Buy	570 +220	+63%	+$87.8K	0.19%	112
2022 Q2	$35.6K	Sell	350 -306	-47%	-$126K	0.03%	340
2022 Q1	$297K	Sell	656 -295,077	-100%	-$132M	0.18%	118
2021 Q4	$620	Buy	+295,733	New	+$136M	0.01%	479
2021 Q2	$270K	Buy	+629	New	+$263K	0.12%	182
2018 Q1	$898K	Buy	+3,385	New	+$931K	0.74%	30

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Castleview Partners's IVV Position: Q2 2026 in Review

Castleview Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 2.6% in Q2 2026, selling an estimated $15.3K and leaving 784 shares worth $587K. The position accounts for 0.26% of the portfolio, ranked #91.

Castleview Partners first reported a position in IVV in Q1 2018 and has held it in 20 quarters since. The position peaked at $898K in Q1 2018. 932 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Castleview Partners held 784 shares of iShares Core S&P 500 ETF worth $587K as of Q2 2026.
Castleview Partners sold 21 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $15.3K.
iShares Core S&P 500 ETF made up 0.26% of Castleview Partners's portfolio in Q2 2026, its #91 holding.
Castleview Partners first reported a position in iShares Core S&P 500 ETF in Q1 2018 and has held it in 20 quarters since.
Castleview Partners's iShares Core S&P 500 ETF position peaked at $898K in Q1 2018.
932 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.