Catalyst Investment Management’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
2026
Q2
$329K Buy
+439
New +$320K 0.3% 52
2026
Q1
Sell
-437
Closed -$299K 69
2025
Q4
$299K Buy
+437
New +$297K 0.28% 56

Other funds holding IVV

Catalyst Investment Management's IVV Position: Q2 2026 in Review

Catalyst Investment Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 439 shares worth $329K. The stake represents 0.3% of the portfolio and ranks #52 among its holdings. This is a return to the name: Catalyst Investment Management previously reported a position in IVV as recently as Q4 2025.

Catalyst Investment Management first reported a position in IVV in Q4 2025 and has held it in 2 quarters since. 4,092 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Catalyst Investment Management held 439 shares of iShares Core S&P 500 ETF worth $329K as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Catalyst Investment Management position in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.3% of Catalyst Investment Management's portfolio in Q2 2026, its #52 holding.
  • Catalyst Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • 4,092 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Catalyst Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.