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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$554K	Buy	2,923 +117	+4%	+$22.6K	0.07%	181
2025 Q4	$508K	Hold	2,806	–	–	0.06%	171
2025 Q3	$496K	Hold	2,806	–	–	0.06%	172
2025 Q2	$443K	Hold	2,806	–	–	0.05%	179
2025 Q1	$424K	Hold	2,806	–	–	0.08%	172
2024 Q4	$461K	Hold	2,806	–	–	0.09%	148
2024 Q3	$468K	Hold	2,806	–	–	0.09%	144
2024 Q2	$427K	Hold	2,806	–	–	0.09%	145
2024 Q1	$410K	Sell	2,806 -500	-15%	-$75.7K	0.11%	132
2023 Q4	$514K	Sell	3,306 -189	-5%	-$26.2K	0.15%	93
2023 Q3	$474K	Buy	3,495 +500	+17%	+$71.7K	0.15%	95
2023 Q2	$422K	Hold	2,995	–	–	0.15%	99
2023 Q1	$410K	Hold	2,995	–	–	0.18%	86
2022 Q4	$415K	Buy	+2,995	New	+$423K	0.21%	72

Other funds holding IWN

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Catalyst Financial Partners increased its iShares Russell 2000 Value ETF (IWN) stake by 4.2% in Q1 2026, buying an estimated $22.6K and bringing the position to 2,923 shares worth $554K. The position accounts for 0.07% of the portfolio, ranked #181.

Catalyst Financial Partners first reported a position in IWN in Q4 2022 and has held it in 14 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Catalyst Financial Partners held 2,923 shares of iShares Russell 2000 Value ETF worth $554K as of Q1 2026.
Catalyst Financial Partners bought 117 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $22.6K.
iShares Russell 2000 Value ETF made up 0.07% of Catalyst Financial Partners's portfolio in Q1 2026, its #181 holding.
Catalyst Financial Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 14 quarters since.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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