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iShares S&P 500 Index shares owned by Catalytic Wealth RIA

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Catalytic Wealth RIA from 13F filings

Historical chart of Catalytic Wealth RIA investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Catalytic Wealth RIA consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 4.2k 525.69
2023-12-31 $1.5M 3.1k 477.63

More positions owned by Catalytic Wealth RIA

salesforce (CRM)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr S&p 500 Grwt Etf (IVW)
Public Storage (PSA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Catalytic Wealth RIA

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index