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Catalyst Financial Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Catalyst Financial Partners’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.8M Sell
215,794
-18,072
-8% -$2.3M 3.17% 8
2025
Q4 		$28.1M Sell
233,866
-14,825
-6% -$1.77M 3.13% 6
2025
Q3 		$29.6M Sell
248,691
-15,191
-6% -$1.75M 3.56% 4
2025
Q2 		$28.8M Buy
263,882
+6,736
+3% +$696K 3.15% 4
2025
Q1 		$26.9M Buy
257,146
+5,316
+2% +$600K 4.95% 3
2024
Q4 		$29M Buy
251,830
+15,665
+7% +$1.87M 5.45% 3
2024
Q3 		$27.6M Buy
236,165
+32,455
+16% +$3.67M 5.4% 3
2024
Q2 		$21.7M Buy
203,710
+31,508
+18% +$3.37M 4.77% 3
2024
Q1 		$17.6M Buy
172,202
+6,096
+4% +$647K 4.53% 4
2023
Q4 		$18M Buy
166,106
+22,924
+16% +$2.21M 5.08% 3
2023
Q3 		$13.5M Buy
143,182
+29,837
+26% +$2.98M 4.36% 5
2023
Q2 		$11.3M Buy
113,345
+16,857
+17% +$1.61M 4.03% 6
2023
Q1 		$9.33M Buy
96,488
+12,110
+14% +$1.21M 3.99% 6
2022
Q4 		$7.99M Buy
+84,378
New +$8.09M 4.11% 5

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Catalyst Financial Partners's IJR Position: Q1 2026 in Review

Catalyst Financial Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 7.7% in Q1 2026, selling an estimated $2.3M and leaving 215,794 shares worth $26.8M. The position accounts for 3.17% of the portfolio, ranked #8.

Catalyst Financial Partners first reported a position in IJR in Q4 2022 and has held it in 14 quarters since. The position peaked at $29.6M in Q3 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Catalyst Financial Partners held 215,794 shares of iShares Core S&P Small-Cap ETF worth $26.8M as of Q1 2026.
  • Catalyst Financial Partners sold 18,072 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $2.3M.
  • iShares Core S&P Small-Cap ETF made up 3.17% of Catalyst Financial Partners's portfolio in Q1 2026, its #8 holding.
  • Catalyst Financial Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Catalyst Financial Partners's iShares Core S&P Small-Cap ETF position peaked at $29.6M in Q3 2025.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.