Catalyst Financial Partners’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Sell |
|
|||||
|
2025
Q1 | $760K | Sell |
|
|||||
|
2024
Q4 | $852K | Sell |
|
|||||
|
2024
Q3 | $2.62M | Sell |
|
|||||
|
2024
Q2 | $4.05M | Sell |
|
|||||
|
2024
Q1 | $10.5M | Sell |
|
|||||
|
2023
Q4 | $11.3M | Sell |
|
|||||
|
2023
Q3 | $11.3M | Sell |
|
|||||
|
2023
Q2 | $12.1M | Buy |
|
|||||
|
2023
Q1 | $10.2M | Buy |
|
|||||
|
2022
Q4 | $8.38M | Buy |
|