Catalyst Financial Partners
IWV icon

Catalyst Financial Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Catalyst Financial Partners’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$209K Hold
485
– – 0.02% 414
2026
Q2 		$207K Buy
+485
New +$200K 0.02% 408
2025
Q2 		– Sell
-1,668
Closed -$530K – 309
2025
Q1 		$530K Sell
1,668
-2,317
-58% -$777K 0.1% 142
2024
Q4 		$1.33M Buy
+3,985
New +$1.34M 0.25% 50

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Evensky & Katz
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TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Sentinel Trust
Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return
Bricktown Capital
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Catalyst Financial Partners's IWV Position: Q3 2026 in Review

Catalyst Financial Partners held its iShares Russell 3000 ETF (IWV) position steady in Q3 2026 at 485 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #414.

Catalyst Financial Partners first reported a position in IWV in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.33M in Q4 2024. 543 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • Catalyst Financial Partners held 485 shares of iShares Russell 3000 ETF worth $209K as of Q3 2026.
  • Catalyst Financial Partners left its iShares Russell 3000 ETF share count unchanged in Q3 2026.
  • iShares Russell 3000 ETF made up 0.02% of Catalyst Financial Partners's portfolio in Q3 2026, its #414 holding.
  • Catalyst Financial Partners first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 4 quarters since.
  • Catalyst Financial Partners's iShares Russell 3000 ETF position peaked at $1.33M in Q4 2024.
  • 543 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Catalyst Financial Partners's 13F filing for Q3 2026, filed 6 Nov 2026.