iShares S&P 500 Index shares owned by Catalytic Wealth RIA
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Catalytic Wealth RIA
from 13F filings
Historical chart of Catalytic Wealth RIA investment in iShares S&P 500 Index
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All positions including iShares S&P 500 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 Index by Catalytic Wealth RIA
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 25k | 669.31 |
| 2025-06-30 | $7.5M | 12k | 620.92 |
| 2025-03-31 | $2.6M | 4.6k | 561.87 |
| 2024-12-31 | $2.7M | 4.6k | 588.74 |
| 2024-09-30 | $2.7M | 4.6k | 576.88 |
| 2024-06-30 | $2.5M | 4.6k | 547.29 |
| 2024-03-31 | $2.2M | 4.2k | 525.69 |
| 2023-12-31 | $1.5M | 3.1k | 477.63 |