Catalyst Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
Other funds holding IJR
Catalyst Wealth Management's IJR Position: Q1 2023 in Review
Catalyst Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 9% in Q1 2023, selling an estimated $42.7K and leaving 4,308 shares worth $417K. The position accounts for 0.39% of the portfolio, ranked #82.
Catalyst Wealth Management first reported a position in IJR in Q4 2022 and has held it in 2 quarters since. The position peaked at $448K in Q4 2022. 2,115 funds tracked by Wall St. Rank hold IJR as of Q1 2023.
- Catalyst Wealth Management held 4,308 shares of iShares Core S&P Small-Cap ETF worth $417K as of Q1 2023.
- Catalyst Wealth Management sold 427 iShares Core S&P Small-Cap ETF shares in Q1 2023, an estimated $42.7K.
- iShares Core S&P Small-Cap ETF made up 0.39% of Catalyst Wealth Management's portfolio in Q1 2023, its #82 holding.
- Catalyst Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 2 quarters since.
- Catalyst Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $448K in Q4 2022.
- 2,115 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2023.
Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.