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Ishares Tr cmn shares owned by Catalytic Wealth RIA

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Catalytic Wealth RIA from 13F filings

Historical chart of Catalytic Wealth RIA investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Catalytic Wealth RIA consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2026-06-30 $238k 11k 22.78
2026-03-31 $215k 9.4k 22.91

More positions owned by Catalytic Wealth RIA

Tempus Ai Cl A (TEM)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Samsara Com Cl A (IOT)
Eli Lilly & Co. (LLY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Catalytic Wealth RIA

Top funds holding Ishares Tr cmn

Bank of America Corporation
Envestnet Asset Management
LPL Financial
Branch Banking & Trust Company
Pnc Financial Services
Morgan Stanley
Assetmark
TIAA Wealth Investment Management
Charles Schwab Investment Management
Hanson McClain Advisors
BlackRock
Fund Evaluation Group
Tiaa-cref Individual & Institutional Services
Jordan Park Group
Morningstar Investment Management

View all funds holding Ishares Tr cmn