Catalyst Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Catalyst Private Wealth’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-407	Closed	-$61K	–	169
2020 Q3	$61K	Buy	+407	New	+$61.2K	0.06%	104

Other funds holding IWM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Catalyst Private Wealth's IWM Position: Q4 2020 in Review

Catalyst Private Wealth sold out of iShares Russell 2000 ETF (IWM) in Q4 2020, closing a stake of 407 shares — an estimated $61K sold.

Catalyst Private Wealth first reported a position in IWM in Q3 2020 and held it in 1 quarter. The position peaked at $61K in Q3 2020. 1,750 funds tracked by Wall St. Rank hold IWM as of Q4 2020.

Catalyst Private Wealth reported no remaining iShares Russell 2000 ETF position as of Q4 2020 after selling out during the quarter.
Catalyst Private Wealth sold 407 iShares Russell 2000 ETF shares in Q4 2020, an estimated $61K.
Catalyst Private Wealth first reported a position in iShares Russell 2000 ETF in Q3 2020 and held it in 1 quarter.
Catalyst Private Wealth's iShares Russell 2000 ETF position peaked at $61K in Q3 2020.
1,750 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.