iShares S&P 500 Value Index shares owned by Catalyst Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Catalyst Private Wealth
from 13F filings
Historical chart of Catalyst Private Wealth investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Catalyst Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 7.1k | 206.51 |
| 2025-06-30 | $1.4M | 7.1k | 195.42 |
| 2025-03-31 | $1.3M | 6.8k | 190.58 |
| 2024-12-31 | $1.3M | 6.8k | 190.88 |
| 2024-09-30 | $1.2M | 6.0k | 197.17 |
| 2024-06-30 | $1.1M | 6.0k | 182.01 |
| 2024-03-31 | $1.4M | 7.3k | 186.81 |
| 2023-12-31 | $957k | 5.5k | 173.89 |
| 2023-09-30 | $846k | 5.5k | 153.84 |
| 2023-06-30 | $525k | 3.3k | 161.19 |
| 2023-03-31 | $495k | 3.3k | 151.76 |
| 2022-12-31 | $394k | 2.7k | 145.07 |
| 2022-09-30 | $532k | 4.1k | 128.60 |
| 2022-06-30 | $569k | 4.1k | 137.54 |
| 2022-03-31 | $644k | 4.1k | 155.67 |
| 2021-12-31 | $648k | 4.1k | 156.64 |
| 2021-09-30 | $602k | 4.1k | 145.52 |
| 2021-06-30 | $611k | 4.1k | 147.69 |
| 2020-09-30 | $112k | 1.0k | 112.00 |