Catalyst Financial Partners’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
5,267
-35
| -0.7% | -$7.55K | 0.12% | 70 |
|
|
2025
Q1 | $1.06M | Buy |
5,302
+55
| +1% | +$11K | 0.19% | 60 |
|
|
2024
Q4 | $1.16M | Sell |
5,247
-37
| -0.7% | -$8.18K | 0.22% | 56 |
|
|
2024
Q3 | $1.17M | Hold |
5,284
| – | – | 0.23% | 56 |
|
|
2024
Q2 | $1.07M | Buy |
5,284
+1,194
| +29% | +$242K | 0.24% | 55 |
|
|
2024
Q1 | $789K | Buy |
4,090
+2,614
| +177% | +$505K | 0.2% | 68 |
|
|
2023
Q4 | $296K | Sell |
1,476
-1,530
| -51% | -$307K | 0.08% | 165 |
|
|
2023
Q3 | $531K | Buy |
+3,006
| New | +$531K | 0.17% | 85 |
|