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

Castle Rock Wealth Management, LLC currently holds 887 shares with a market value of $610.7K. It started holding IVV on 2024-09-30. At its peak, it held 933 shares on 2024-09-30. Its highest holding value was $610.7K on 2025-12-31. 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 0. In the recent year, Castle Rock Wealth Management, LLC has increased its shares by 0.