Catalyst Financial Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$755K	Sell	6,674 -1,583	-19%	-$190K	0.09%	137
2025 Q4	$1.02M	Sell	8,257 -140	-2%	-$17.1K	0.11%	95
2025 Q3	$1.01M	Sell	8,397 -52	-0.6%	-$5.98K	0.12%	85
2025 Q2	$930K	Buy	8,449 +1,195	+16%	+$118K	0.1%	89
2025 Q1	$673K	Sell	7,254 -76	-1%	-$7.66K	0.12%	111
2024 Q4	$744K	Buy	7,330 +158	+2%	+$15.8K	0.14%	93
2024 Q3	$687K	Buy	7,172 +1,853	+35%	+$171K	0.13%	99
2024 Q2	$492K	Buy	5,319 +1,036	+24%	+$89.3K	0.11%	128
2024 Q1	$349K	Sell	4,283 -142	-3%	-$11.4K	0.09%	151
2023 Q4	$332K	Buy	4,425 +142	+3%	+$10.1K	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	+$262K	0.12%	134

Other funds holding IVW

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Catalyst Financial Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 19% in Q1 2026, selling an estimated $190K and leaving 6,674 shares worth $755K. The position accounts for 0.09% of the portfolio, ranked #137.

Catalyst Financial Partners first reported a position in IVW in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.02M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Catalyst Financial Partners held 6,674 shares of iShares S&P 500 Growth ETF worth $755K as of Q1 2026.
Catalyst Financial Partners sold 1,583 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $190K.
iShares S&P 500 Growth ETF made up 0.09% of Catalyst Financial Partners's portfolio in Q1 2026, its #137 holding.
Catalyst Financial Partners first reported a position in iShares S&P 500 Growth ETF in Q1 2023 and has held it in 13 quarters since.
Catalyst Financial Partners's iShares S&P 500 Growth ETF position peaked at $1.02M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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