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 Q2	$2.09M	Buy	6,958 +1,042	+18%	+$293K	0.21%	63
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 $1.55T 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Catalyst Financial Partners increased its iShares Russell 2000 ETF (IWM) stake by 18% in Q2 2026, buying an estimated $293K and bringing the position to 6,958 shares worth $2.09M. The position accounts for 0.21% of the portfolio, ranked #63.

Catalyst Financial Partners first reported a position in IWM in Q3 2023 and has held it in 12 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Catalyst Financial Partners held 6,958 shares of iShares Russell 2000 ETF worth $2.09M as of Q2 2026.
Catalyst Financial Partners bought 1,042 iShares Russell 2000 ETF shares in Q2 2026, an estimated $293K.
iShares Russell 2000 ETF made up 0.21% of Catalyst Financial Partners's portfolio in Q2 2026, its #63 holding.
Catalyst Financial Partners first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 12 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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