iShares S&P 500 Value Index shares owned by Catalytic Wealth RIA
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Catalytic Wealth RIA
from 13F filings
Historical chart of Catalytic Wealth RIA investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value 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 Value Index by Catalytic Wealth RIA
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $239k | 1.1k | 227.06 |
| 2026-03-31 | $474k | 2.2k | 211.15 |
| 2025-03-31 | $348k | 1.8k | 190.58 |
| 2024-12-31 | $348k | 1.8k | 190.88 |
| 2024-09-30 | $360k | 1.8k | 197.17 |
| 2024-06-30 | $332k | 1.8k | 182.01 |
| 2024-03-31 | $353k | 1.9k | 186.81 |
| 2023-12-31 | $328k | 1.9k | 173.89 |