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
2025 Q3	$1.35M	Buy
2025 Q2	$1.14M	Sell
2025 Q1	$1.06M	Buy
2024 Q4	$1.16M	Sell
2024 Q3	$1.17M	Hold
2024 Q2	$1.07M	Buy
2024 Q1	$789K	Buy
2023 Q4	$296K	Sell
2023 Q3	$531K	Buy