Catalyst Financial Partners’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.47M	Sell	5,916 -358	-6%	-$92.3K	0.17%	72
2025 Q4	$1.54M	Buy	6,274 +697	+12%	+$171K	0.17%	65
2025 Q3	$1.35M	Buy	5,577 +310	+6%	+$71.1K	0.16%	62
2025 Q2	$1.14M	Sell	5,267 -35	-0.7%	-$7.04K	0.12%	70
2025 Q1	$1.06M	Buy	5,302 +55	+1%	+$11.9K	0.19%	60
2024 Q4	$1.16M	Sell	5,247 -37	-0.7%	-$8.44K	0.22%	56
2024 Q3	$1.17M	Hold	5,284	–	–	0.23%	56
2024 Q2	$1.07M	Buy	5,284 +1,194	+29%	+$241K	0.24%	55
2024 Q1	$789K	Buy	4,090 +2,614	+177%	+$521K	0.2%	68
2023 Q4	$296K	Sell	1,476 -1,530	-51%	-$274K	0.08%	165
2023 Q3	$531K	Buy	+3,006	New	+$564K	0.17%	85

Other funds holding IWM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Catalyst Financial Partners reduced its iShares Russell 2000 ETF (IWM) stake by 5.7% in Q1 2026, selling an estimated $92.3K and leaving 5,916 shares worth $1.47M. The position accounts for 0.17% of the portfolio, ranked #72.

Catalyst Financial Partners first reported a position in IWM in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.54M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Catalyst Financial Partners held 5,916 shares of iShares Russell 2000 ETF worth $1.47M as of Q1 2026.
Catalyst Financial Partners sold 358 iShares Russell 2000 ETF shares in Q1 2026, an estimated $92.3K.
iShares Russell 2000 ETF made up 0.17% of Catalyst Financial Partners's portfolio in Q1 2026, its #72 holding.
Catalyst Financial Partners first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 11 quarters since.
Catalyst Financial Partners's iShares Russell 2000 ETF position peaked at $1.54M in Q4 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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