Catalyst Financial Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $930K | Buy |
8,449
+1,195
| +16% | +$132K | 0.1% | 89 |
|
|
2025
Q1 | $673K | Sell |
7,254
-76
| -1% | -$7.06K | 0.12% | 111 |
|
|
2024
Q4 | $744K | Buy |
7,330
+158
| +2% | +$16K | 0.14% | 93 |
|
|
2024
Q3 | $687K | Buy |
7,172
+1,853
| +35% | +$177K | 0.13% | 99 |
|
|
2024
Q2 | $492K | Buy |
5,319
+1,036
| +24% | +$95.9K | 0.11% | 128 |
|
|
2024
Q1 | $349K | Sell |
4,283
-142
| -3% | -$11.6K | 0.09% | 151 |
|
|
2023
Q4 | $332K | Buy |
4,425
+142
| +3% | +$10.7K | 0.09% | 151 |
|
|
2023
Q3 | $293K | Hold |
4,283
| – | – | 0.09% | 156 |
|
|
2023
Q2 | $302K | Hold |
4,283
| – | – | 0.11% | 142 |
|
|
2023
Q1 | $274K | Buy |
+4,283
| New | +$274K | 0.12% | 134 |
|