Catalyst Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Catalyst Financial Partners’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$131M	Buy	201,127 +10,379	+5%	+$7.09M	15.51%	1
2025 Q4	$131M	Buy	190,748 +9,100	+5%	+$6.18M	14.57%	2
2025 Q3	$122M	Buy	181,648 +4,558	+3%	+$2.94M	14.66%	1
2025 Q2	$110M	Buy	177,090 +9,947	+6%	+$5.71M	12%	2
2025 Q1	$93.9M	Buy	167,143 +4,229	+3%	+$2.5M	17.29%	1
2024 Q4	$95.9M	Buy	162,914 +5,710	+4%	+$3.38M	18.03%	1
2024 Q3	$90.7M	Buy	157,204 +8,561	+6%	+$4.76M	17.74%	1
2024 Q2	$81.3M	Buy	148,643 +17,899	+14%	+$9.41M	17.87%	1
2024 Q1	$65.8M	Buy	130,744 +14,833	+13%	+$7.42M	16.92%	1
2023 Q4	$55.4M	Buy	115,911 +16,930	+17%	+$7.58M	15.63%	1
2023 Q3	$42.5M	Buy	98,981 +13,920	+16%	+$6.23M	13.71%	1
2023 Q2	$37.9M	Buy	85,061 +7,060	+9%	+$2.98M	13.51%	1
2023 Q1	$32.1M	Buy	78,001 +7,848	+11%	+$3.15M	13.73%	1
2022 Q4	$27M	Buy	+70,153	New	+$27.1M	13.86%	1

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Catalyst Financial Partners's IVV Position: Q1 2026 in Review

Catalyst Financial Partners increased its iShares Core S&P 500 ETF (IVV) stake by 5.4% in Q1 2026, buying an estimated $7.09M and bringing the position to 201,127 shares worth $131M. The position accounts for 15.51% of the portfolio, ranked #1.

Catalyst Financial Partners first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Catalyst Financial Partners held 201,127 shares of iShares Core S&P 500 ETF worth $131M as of Q1 2026.
Catalyst Financial Partners bought 10,379 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $7.09M.
iShares Core S&P 500 ETF made up 15.51% of Catalyst Financial Partners's portfolio in Q1 2026, its #1 holding.
Catalyst Financial Partners first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.