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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
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

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Catalyst Financial Partners opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 485 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #408 among its holdings. This is a return to the name: Catalyst Financial Partners previously reported a position in IWV as recently as Q1 2025.

Catalyst Financial Partners first reported a position in IWV in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.33M in Q4 2024. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Catalyst Financial Partners held 485 shares of iShares Russell 3000 ETF worth $207K as of Q2 2026.
  • iShares Russell 3000 ETF was a new Catalyst Financial Partners position in Q2 2026.
  • iShares Russell 3000 ETF made up 0.02% of Catalyst Financial Partners's portfolio in Q2 2026, its #408 holding.
  • Catalyst Financial Partners first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 3 quarters since.
  • Catalyst Financial Partners's iShares Russell 3000 ETF position peaked at $1.33M in Q4 2024.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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