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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Catalyst Financial Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.6% in Q1 2026, selling an estimated $7.88K and leaving 1,345 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #301.

Catalyst Financial Partners first reported a position in IWD in Q3 2023 and has held it in 8 quarters since. The position peaked at $524K in Q3 2023. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Catalyst Financial Partners held 1,345 shares of iShares Russell 1000 Value ETF worth $287K as of Q1 2026.
Catalyst Financial Partners sold 36 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $7.88K.
iShares Russell 1000 Value ETF made up 0.03% of Catalyst Financial Partners's portfolio in Q1 2026, its #301 holding.
Catalyst Financial Partners first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 8 quarters since.
Catalyst Financial Partners's iShares Russell 1000 Value ETF position peaked at $524K in Q3 2023.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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