Catalyst Financial Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$351K	Hold	3,288	–	–	0.04%	263
2025 Q4	$389K	Hold	3,288	–	–	0.04%	211
2025 Q3	$385K	Sell	3,288 -180	-5%	-$20K	0.05%	203
2025 Q2	$368K	Buy	+3,468	New	+$332K	0.04%	205
2024 Q1	–	Sell	-3,124	Closed	-$237K	–	230
2023 Q4	$237K	Buy	+3,124	New	+$221K	0.07%	194
2023 Q3	–	Sell	-2,984	Closed	-$205K	–	213
2023 Q2	$205K	Buy	+2,984	New	+$190K	0.07%	188

Other funds holding IWF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Catalyst Financial Partners held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 3,288 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #263.

Catalyst Financial Partners first reported a position in IWF in Q2 2023 and has held it in 6 quarters since. The position peaked at $389K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Catalyst Financial Partners held 3,288 shares of iShares Russell 1000 Growth ETF worth $351K as of Q1 2026.
Catalyst Financial Partners left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.04% of Catalyst Financial Partners's portfolio in Q1 2026, its #263 holding.
Catalyst Financial Partners first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 6 quarters since.
Catalyst Financial Partners's iShares Russell 1000 Growth ETF position peaked at $389K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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