CWM
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Catalyst Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Catalyst Wealth Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$501K Sell
2,209
-52
-2% -$11.9K 0.47% 74
2022
Q4 		$485K Buy
+2,261
New +$495K 0.46% 75

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Catalyst Wealth Management's IWO Position: Q1 2023 in Review

Catalyst Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 2.3% in Q1 2023, selling an estimated $11.9K and leaving 2,209 shares worth $501K. The position accounts for 0.47% of the portfolio, ranked #74.

Catalyst Wealth Management first reported a position in IWO in Q4 2022 and has held it in 2 quarters since. 814 funds tracked by Wall St. Rank hold IWO as of Q1 2023.

  • Catalyst Wealth Management held 2,209 shares of iShares Russell 2000 Growth ETF worth $501K as of Q1 2023.
  • Catalyst Wealth Management sold 52 iShares Russell 2000 Growth ETF shares in Q1 2023, an estimated $11.9K.
  • iShares Russell 2000 Growth ETF made up 0.47% of Catalyst Wealth Management's portfolio in Q1 2023, its #74 holding.
  • Catalyst Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 2 quarters since.
  • 814 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.