iShares S&P 500 Index shares owned by Catalyst Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Catalyst Private Wealth
from 13F filings
Historical chart of Catalyst Private Wealth investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Catalyst Private Wealth 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 Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29M | 44k | 669.30 |
| 2025-06-30 | $28M | 45k | 620.91 |
| 2025-03-31 | $19M | 33k | 561.89 |
| 2024-12-31 | $17M | 29k | 588.68 |
| 2024-09-30 | $17M | 29k | 576.82 |
| 2024-06-30 | $15M | 28k | 547.23 |
| 2024-03-31 | $21M | 39k | 525.73 |
| 2023-12-31 | $12M | 24k | 477.63 |
| 2023-09-30 | $9.5M | 22k | 429.43 |
| 2023-06-30 | $8.9M | 20k | 445.71 |
| 2023-03-31 | $4.6M | 11k | 411.08 |
| 2022-12-31 | $4.1M | 11k | 384.21 |
| 2022-09-30 | $2.2M | 6.2k | 358.73 |
| 2022-06-30 | $2.1M | 5.5k | 379.17 |
| 2022-03-31 | $6.0M | 13k | 453.70 |
| 2021-12-31 | $519k | 1.1k | 476.58 |
| 2021-09-30 | $430k | 997 | 431.29 |
| 2021-06-30 | $429k | 997 | 430.29 |
| 2021-03-31 | $494k | 1.2k | 398.07 |
| 2020-12-31 | $466k | 1.2k | 375.50 |
| 2020-09-30 | $417k | 1.2k | 336.02 |