Catalyst Financial Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.95M	Buy	30,327 +2,824	+10%	+$282K	0.35%	39
2025 Q4	$2.65M	Buy	27,503 +321	+1%	+$30.9K	0.3%	39
2025 Q3	$2.62M	Buy	27,182 +340	+1%	+$32.2K	0.32%	37
2025 Q2	$2.47M	Sell	26,842 -7,336	-21%	-$634K	0.27%	37
2025 Q1	$2.91M	Buy	34,178 +2,206	+7%	+$197K	0.54%	29
2024 Q4	$2.83M	Buy	31,972 +8,308	+35%	+$754K	0.53%	30
2024 Q3	$2.09M	Buy	23,664 +753	+3%	+$63.4K	0.41%	34
2024 Q2	$1.86M	Buy	22,911 +4,288	+23%	+$349K	0.41%	36
2024 Q1	$1.47M	Sell	18,623 -3,163	-15%	-$251K	0.38%	34
2023 Q4	$1.69M	Buy	21,786 +671	+3%	+$47.7K	0.48%	33
2023 Q3	$1.46M	Buy	21,115 +580	+3%	+$42.3K	0.47%	34
2023 Q2	$1.5M	Sell	20,535 -2,327	-10%	-$162K	0.53%	28
2023 Q1	$1.6M	Buy	22,862 +1,555	+7%	+$110K	0.68%	26
2022 Q4	$1.44M	Buy	+21,307	New	+$1.44M	0.74%	25

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

Catalyst Financial Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 10% in Q1 2026, buying an estimated $282K and bringing the position to 30,327 shares worth $2.95M. The position accounts for 0.35% of the portfolio, ranked #39.

Catalyst Financial Partners first reported a position in IWR in Q4 2022 and has held it in 14 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Catalyst Financial Partners held 30,327 shares of iShares Russell Mid-Cap ETF worth $2.95M as of Q1 2026.
Catalyst Financial Partners bought 2,824 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $282K.
iShares Russell Mid-Cap ETF made up 0.35% of Catalyst Financial Partners's portfolio in Q1 2026, its #39 holding.
Catalyst Financial Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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