Castle Rock Wealth Management, LLC's ownership history for IVV

Castle Rock Wealth Management, LLC currently holds 1.1K shares with a market value of $728.2K. It started holding IVV on 2024-09-30. At its peak, it held 1.1K shares on 2026-03-31. Its highest holding value was $728.2K on 2026-03-31. At its lowest, it held 887 shares on 2024-12-31, with a value of $499.1K on 2025-03-31. In the recent 180 days, Castle Rock Wealth Management, LLC has increased its shares by 218. In the recent year, Castle Rock Wealth Management, LLC has increased its shares by 218.