Catalyst Financial Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Catalyst Financial Partners’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$429K	Buy	1,769 +424	+32%	+$98.8K	0.04%	248
2026 Q1	$287K	Sell	1,345 -36	-3%	-$7.88K	0.03%	301
2025 Q4	$290K	Sell	1,381 -6	-0.4%	-$1.24K	0.03%	262
2025 Q3	$282K	Sell	1,387 -14	-1%	-$2.79K	0.03%	246
2025 Q2	$272K	Buy	1,401 +258	+23%	+$47.8K	0.03%	244
2025 Q1	$215K	Hold	1,143	–	–	0.04%	260
2024 Q4	$212K	Hold	1,143	–	–	0.04%	262
2024 Q3	$217K	Buy	+1,143	New	+$208K	0.04%	248
2023 Q4	–	Sell	-3,449	Closed	-$524K	–	219
2023 Q3	$524K	Buy	+3,449	New	+$547K	0.17%	86

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Catalyst Financial Partners's IWD Position: Q2 2026 in Review

Catalyst Financial Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 32% in Q2 2026, buying an estimated $98.8K and bringing the position to 1,769 shares worth $429K. The position accounts for 0.04% of the portfolio, ranked #248.

Catalyst Financial Partners first reported a position in IWD in Q3 2023 and has held it in 9 quarters since. The position peaked at $524K in Q3 2023. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Catalyst Financial Partners held 1,769 shares of iShares Russell 1000 Value ETF worth $429K as of Q2 2026.
Catalyst Financial Partners bought 424 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $98.8K.
iShares Russell 1000 Value ETF made up 0.04% of Catalyst Financial Partners's portfolio in Q2 2026, its #248 holding.
Catalyst Financial Partners first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 9 quarters since.
Catalyst Financial Partners's iShares Russell 1000 Value ETF position peaked at $524K in Q3 2023.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.