Catalyst Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110M | Buy |
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|
2025
Q1 | $93.9M | Buy |
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|
2024
Q4 | $95.9M | Buy |
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|
2024
Q3 | $90.7M | Buy |
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|
2024
Q2 | $81.3M | Buy |
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|
2024
Q1 | $65.8M | Buy |
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|
2023
Q4 | $55.4M | Buy |
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|
2023
Q3 | $42.5M | Buy |
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|
2023
Q2 | $37.9M | Buy |
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|
2023
Q1 | $32.1M | Buy |
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|
2022
Q4 | $27M | Buy |
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