Catalyst Financial Partners »

iShares S&P 500 Value Index shares owned by Catalyst Financial Partners

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Catalyst Financial Partners from 13F filings

Historical chart of Catalyst Financial Partners 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 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 Value Index by Catalyst Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 59k 176.58
2023-12-31 $11M 65k 173.89
2023-09-30 $11M 73k 153.84
2023-06-30 $12M 75k 161.19
2023-03-31 $10M 68k 151.76
2022-12-31 $8.4M 58k 145.07

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 Value Index

Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
Us Bancorp
CWM
Cetera Investment Advisers
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index