Catalyst Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
Other funds holding IWM
Catalyst Wealth Management's IWM Position: Q1 2023 in Review
Catalyst Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 4.2% in Q1 2023, buying an estimated $36.3K and bringing the position to 4,911 shares worth $876K. The position accounts for 0.82% of the portfolio, ranked #52.
Catalyst Wealth Management first reported a position in IWM in Q4 2022 and has held it in 2 quarters since. 1,906 funds tracked by Wall St. Rank hold IWM as of Q1 2023.
- Catalyst Wealth Management held 4,911 shares of iShares Russell 2000 ETF worth $876K as of Q1 2023.
- Catalyst Wealth Management bought 197 iShares Russell 2000 ETF shares in Q1 2023, an estimated $36.3K.
- iShares Russell 2000 ETF made up 0.82% of Catalyst Wealth Management's portfolio in Q1 2023, its #52 holding.
- Catalyst Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 2 quarters since.
- 1,906 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.
Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.