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 Q3	$576K	Sell	752 -32	-4%	-$24.4K	0.25%	95
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	Buy	+656	New	+$293K	0.18%	118
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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Castleview Partners's IVV Position: Q3 2026 in Review

Castleview Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 4.1% in Q3 2026, selling an estimated $24.4K and leaving 752 shares worth $576K. The position accounts for 0.25% of the portfolio, ranked #95.

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. 1,156 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Castleview Partners held 752 shares of iShares Core S&P 500 ETF worth $576K as of Q3 2026.
Castleview Partners sold 32 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $24.4K.
iShares Core S&P 500 ETF made up 0.25% of Castleview Partners's portfolio in Q3 2026, its #95 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.
1,156 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

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