iShares S&P 500 Value Index shares owned by Catalyst Financial Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Catalyst Financial Partners
from 13F filings
Historical chart of Catalyst Financial Partners investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Catalyst Financial Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by Catalyst Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $777k | 3.8k | 206.51 |
| 2025-06-30 | $727k | 3.7k | 195.42 |
| 2025-03-31 | $760k | 4.0k | 190.58 |
| 2024-12-31 | $853k | 4.5k | 190.88 |
| 2024-09-30 | $2.6M | 13k | 197.17 |
| 2024-06-30 | $4.1M | 22k | 182.01 |
| 2024-03-31 | $11M | 59k | 176.58 |
| 2023-12-31 | $11M | 65k | 173.89 |
| 2023-09-30 | $11M | 73k | 153.84 |
| 2023-06-30 | $12M | 75k | 161.19 |
| 2023-03-31 | $10M | 68k | 151.76 |
| 2022-12-31 | $8.4M | 58k | 145.07 |
More positions owned by Catalyst Financial Partners
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