Catalyst Financial Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.13M	Sell	3,883 -773	-17%	-$218K	0.11%	106
2026 Q1	$1.16M	Buy	4,656 +724	+18%	+$192K	0.14%	94
2025 Q4	$1.09M	Buy	3,932 +1,004	+34%	+$278K	0.12%	88
2025 Q3	$801K	Sell	2,928 -231	-7%	-$59.8K	0.1%	111
2025 Q2	$779K	Sell	3,159 -1,113	-26%	-$248K	0.09%	106
2025 Q1	$901K	Buy	4,272 +1,504	+54%	+$346K	0.17%	74
2024 Q4	$651K	Buy	2,768 +1,486	+116%	+$341K	0.12%	105
2024 Q3	$282K	Hold	1,282	–	–	0.06%	215
2024 Q2	$275K	Sell	1,282 -14	-1%	-$2.79K	0.06%	200
2024 Q1	$244K	Sell	1,296 -637	-33%	-$119K	0.06%	195
2023 Q4	$339K	Buy	1,933 +566	+41%	+$92.9K	0.1%	149
2023 Q3	$210K	Hold	1,367	–	–	0.07%	195
2023 Q2	$217K	Buy	+1,367	New	+$199K	0.08%	180
2023 Q1	–	Sell	-2,088	Closed	-$252K	–	185
2022 Q4	$252K	Buy	+2,088	New	+$260K	0.13%	132

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Catalyst Financial Partners reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 17% in Q2 2026, selling an estimated $218K and leaving 3,883 shares worth $1.13M. The position accounts for 0.11% of the portfolio, ranked #106.

Catalyst Financial Partners first reported a position in IWY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.16M in Q1 2026. 687 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Catalyst Financial Partners held 3,883 shares of iShares Russell Top 200 Growth ETF worth $1.13M as of Q2 2026.
Catalyst Financial Partners sold 773 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $218K.
iShares Russell Top 200 Growth ETF made up 0.11% of Catalyst Financial Partners's portfolio in Q2 2026, its #106 holding.
Catalyst Financial Partners first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Catalyst Financial Partners's iShares Russell Top 200 Growth ETF position peaked at $1.16M in Q1 2026.
687 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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