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

Castle Rock Wealth Management, LLC currently holds 18.3K shares with a market value of $2.7M. It started holding IYJ on 2024-09-30. At its peak, it held 18.3K shares on 2025-09-30. Its highest holding value was $2.7M on 2025-09-30. At its lowest, it held 3.8K shares on 2025-03-31, with a value of $498.7K on 2025-03-31. In the recent 180 days, Castle Rock Wealth Management, LLC has increased its shares by 14.5K. In the recent year, Castle Rock Wealth Management, LLC has increased its shares by 14.4K.