Catalyst Financial Partners
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Catalyst Financial Partners’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Catalyst Financial Partners’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.75M Buy
16,017
+9,498
+146% +$1.05M 0.16% 76
2026
Q2 		$686K Hold
6,519
– – 0.07% 166
2026
Q1 		$604K Buy
+6,519
New +$620K 0.07% 169

Other funds holding IWX

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First Citizens Asset Management
First Citizens Asset Management Raleigh, North Carolina $309M AUM 8.89% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
SVB Wealth
SVB Wealth Boston, Massachusetts $1.45B AUM 18.45% 1-Year Est. Return
Kingdom Financial Group
Kingdom Financial Group Peoria, Arizona $399M AUM 14.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

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

Catalyst Financial Partners increased its iShares Russell Top 200 Value ETF (IWX) stake by 146% in Q3 2026, buying an estimated $1.05M and bringing the position to 16,017 shares worth $1.75M. The position accounts for 0.16% of the portfolio, ranked #76.

Catalyst Financial Partners first reported a position in IWX in Q1 2026 and has held it in 3 quarters since. 167 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

  • Catalyst Financial Partners held 16,017 shares of iShares Russell Top 200 Value ETF worth $1.75M as of Q3 2026.
  • Catalyst Financial Partners bought 9,498 iShares Russell Top 200 Value ETF shares in Q3 2026, an estimated $1.05M.
  • iShares Russell Top 200 Value ETF made up 0.16% of Catalyst Financial Partners's portfolio in Q3 2026, its #76 holding.
  • Catalyst Financial Partners first reported a position in iShares Russell Top 200 Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 167 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

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