iShares S&P 500 Index shares owned by Catalyst Financial Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Catalyst Financial Partners
from 13F filings
Historical chart of Catalyst Financial Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 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 Index by Catalyst Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $122M | 182k | 669.30 |
| 2025-06-30 | $110M | 177k | 620.90 |
| 2025-03-31 | $94M | 167k | 561.90 |
| 2024-12-31 | $96M | 163k | 588.68 |
| 2024-09-30 | $91M | 157k | 576.82 |
| 2024-06-30 | $81M | 149k | 547.23 |
| 2024-03-31 | $66M | 131k | 503.04 |
| 2023-12-31 | $55M | 116k | 477.63 |
| 2023-09-30 | $43M | 99k | 429.43 |
| 2023-06-30 | $38M | 85k | 445.71 |
| 2023-03-31 | $32M | 78k | 411.08 |
| 2022-12-31 | $27M | 70k | 384.21 |
More positions owned by Catalyst Financial Partners
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