Castle Rock Wealth Management, LLC: IYG position timeline

Castle Rock Wealth Management, LLC held 6,325 IYG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 6,325 shares

   Change vs previous 13F +3 shares

   0.11% of the 13F portfolio, value $575,338.

   13F-HR 0001085146-26-000860 filed by Castle Rock Wealth Management, LLC
   Accepted 2026-10-09 20:50:07 UTC, ingested 2026-10-09 20:51:06 UTC

2. period ended2026-06-30

   13F 6,322 shares

   Change vs previous 13F -271 shares

   0.11% of the 13F portfolio, value $583,547.

   13F-HR 0001727605-26-000004 filed by Castle Rock Wealth Management, LLC
   Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 6,593 shares

   Change vs previous 13F -79 shares

   0.12% of the 13F portfolio, value $548,259.

   13F-HR 0001727605-26-000002 filed by Castle Rock Wealth Management, LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 6,672 shares

   Change vs previous 13F +4 shares

   0.13% of the 13F portfolio, value $602,573.

   13F-HR 0001727605-26-000001 filed by Castle Rock Wealth Management, LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 6,668 shares

   Change vs previous 13F +4 shares

   0.13% of the 13F portfolio, value $588,820.

   13F-HR 0001727605-25-000002 filed by Castle Rock Wealth Management, LLC
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 6,664 shares

   Change vs previous 13F -413 shares

   0.14% of the 13F portfolio, value $581,127.

   13F-HR 0001085146-25-004102 filed by Castle Rock Wealth Management, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 7,077 shares

   Change vs previous 13F +4 shares

   0.15% of the 13F portfolio, value $552,914.

   13F-HR 0001085146-25-001933 filed by Castle Rock Wealth Management, LLC
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 7,073 shares

   Change vs previous 13F not available

   0.14% of the 13F portfolio, value $595,951.

   13F-HR 0001085146-25-001807 filed by Castle Rock Wealth Management, LLC
   Filed 2025-03-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).