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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.01M Sell
2025
Q2
$930K Buy
2025
Q1
$673K Sell
2024
Q4
$744K Buy
2024
Q3
$687K Buy
2024
Q2
$492K Buy
2024
Q1
$349K Sell
2023
Q4
$332K Buy
2023
Q3
$293K Hold
2023
Q2
$302K Hold
2023
Q1
$274K Buy