Catalyst Financial Partners »

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Catalyst Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Catalyst Financial Partners

Quarter filed Position value Share count Share price at filing
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

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr National Mun Etf (MUB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
UFP Technologies (UFPT)
Johnson & Johnson (JNJ)

View all positions for Catalyst Financial Partners

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