Catalyst Financial Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.02M	Buy
2025 Q2	$5.98M	Buy
2025 Q1	$4.02M	Buy
2024 Q4	$3.41M	Buy
2024 Q3	$2.98M	Buy
2024 Q2	$2.01M	Buy
2024 Q1	$1.08M	Buy