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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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