Catalyst Private Wealth’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q3  | $1.46M | Hold | 
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| 
        
          
      
        2025
         Q2  | $1.38M | Buy | 
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| 
        
          
      
        2025
         Q1  | $1.3M | Hold | 
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| 
        
          
      
        2024
         Q4  | $1.3M | Buy | 
         | 
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| 
        
          
      
        2024
         Q3  | $1.19M | Hold | 
         | 
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| 
        
          
      
        2024
         Q2  | $1.1M | Sell | 
         | 
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| 
        
          
      
        2024
         Q1  | $1.37M | Buy | 
         | 
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| 
        
          
      
        2023
         Q4  | $957K | Hold | 
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| 
        
          
      
        2023
         Q3  | $846K | Buy | 
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| 
        
          
      
        2023
         Q2  | $525K | Sell | 
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| 
        
          
      
        2023
         Q1  | $495K | Buy | 
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| 
        
          
      
        2022
         Q4  | $394K | Sell | 
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| 
        
          
      
        2022
         Q3  | $532K | Hold | 
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| 
        
          
      
        2022
         Q2  | $569K | Hold | 
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| 
        
          
      
        2022
         Q1  | $644K | Hold | 
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| 
        
          
      
        2021
         Q4  | $648K | Hold | 
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| 
        
          
      
        2021
         Q3  | $602K | Hold | 
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| 
        
          
      
        2021
         Q2  | $611K | Buy | 
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| 
        
          
      
        2020
         Q4  | – | Sell | 
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| 
        
          
      
        2020
         Q3  | $112K | Buy | 
         |