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Catalyst Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Catalyst Capital Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$585M Buy
1,641,733
+179,128
+12% +$66.7M 10.9% 1
2025
Q4 		$546M Sell
1,462,605
-3,108
-0.2% -$1.15M 11.22% 1
2025
Q3 		$536M Sell
1,465,713
-120,929
-8% -$42.6M 10.8% 1
2025
Q2 		$539M Sell
1,586,642
-106,966
-6% -$33.6M 10.88% 1
2025
Q1 		$519M Buy
1,693,608
+88,443
+6% +$28.6M 10.63% 2
2024
Q4 		$517M Buy
1,605,165
+77,537
+5% +$25.1M 11.01% 1
2024
Q3 		$480M Sell
1,527,628
-98,514
-6% -$29.8M 10.81% 1
2024
Q2 		$484M Buy
1,626,142
+78,422
+5% +$22.5M 11.16% 1
2024
Q1 		$446M Hold
1,547,720
– – 10.72% 1
2023
Q4 		$406M Sell
1,547,720
-80,198
-5% -$19.6M 10.89% 2
2023
Q3 		$382M Sell
1,627,918
-75,072
-4% -$18.4M 10.69% 2
2023
Q2 		$415M Sell
1,702,990
-130,462
-7% -$30M 12.05% 2
2023
Q1 		$413M Buy
1,833,452
+2,707
+0.1% +$596K 12.6% 2
2022
Q4 		$385M Buy
1,830,745
+200,515
+12% +$42.4M 12.51% 2
2022
Q3 		$322M Buy
1,630,230
+308,199
+23% +$67.6M 12.12% 2
2022
Q2 		$275M Buy
1,322,031
+344,430
+35% +$77.8M 11.48% 2
2022
Q1 		$244M Buy
977,601
+106,226
+12% +$26.2M 10.52% 2
2021
Q4 		$230M Hold
871,375
– – 10.61% 2
2021
Q3 		$211M Hold
871,375
– – 10.56% 2
2021
Q2 		$211M Hold
871,375
– – 10.42% 2
2021
Q1 		$195M Sell
871,375
-3,704
-0.4% -$811K 10.81% 2
2020
Q4 		$185M Sell
875,079
-180,729
-17% -$36.1M 10.34% 2
2020
Q3 		$198M Sell
1,055,808
-223,108
-17% -$41.2M 11.14% 2
2020
Q2 		$220M Sell
1,278,916
-455,916
-26% -$73.8M 11.32% 2
2020
Q1 		$246M Sell
1,734,832
-429,391
-20% -$72.6M 12.27% 2
2019
Q4 		$386M Hold
2,164,223
– – 12.4% 3
2019
Q3 		$356M Buy
2,164,223
+18,370
+0.9% +$3.01M 11.97% 3
2019
Q2 		$349M Buy
2,145,853
+81,078
+4% +$13M 11.51% 3
2019
Q1 		$325M Sell
2,064,775
-36,504
-2% -$5.52M 11.33% 3
2018
Q4 		$291M Buy
2,101,279
+112,442
+6% +$16.8M 10.87% 3
2018
Q3 		$322M Hold
1,988,837
– – 10.56% 3
2018
Q2 		$302M Hold
1,988,837
– – 10.67% 3
2018
Q1 		$292M Hold
1,988,837
– – 10.51% 3
2017
Q4 		$296M Buy
1,988,837
+285,110
+17% +$41.3M 10.94% 2
2017
Q3 		$238M Hold
1,703,727
– – 10.42% 1
2017
Q2 		$230M Buy
1,703,727
+534,124
+46% +$71.3M 9.85% 2
2017
Q1 		$154M Buy
1,169,603
+454,567
+64% +$58.9M 7.63% 2
2016
Q4 		$89M Buy
715,036
+450,166
+170% +$54.8M 5.69% 4
2016
Q3 		$31.9M Buy
+264,870
New +$31.8M 3.52% 5

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Catalyst Capital Advisors's IWB Position: Q1 2026 in Review

Catalyst Capital Advisors increased its iShares Russell 1000 ETF (IWB) stake by 12% in Q1 2026, buying an estimated $66.7M and bringing the position to 1,641,733 shares worth $585M. The position accounts for 10.9% of the portfolio, ranked #1.

Catalyst Capital Advisors first reported a position in IWB in Q3 2016 and has held it in 39 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Catalyst Capital Advisors held 1,641,733 shares of iShares Russell 1000 ETF worth $585M as of Q1 2026.
  • Catalyst Capital Advisors bought 179,128 iShares Russell 1000 ETF shares in Q1 2026, an estimated $66.7M.
  • iShares Russell 1000 ETF made up 10.9% of Catalyst Capital Advisors's portfolio in Q1 2026, its #1 holding.
  • Catalyst Capital Advisors first reported a position in iShares Russell 1000 ETF in Q3 2016 and has held it in 39 quarters since.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Catalyst Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.