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Ishares Tr shares owned by Catalytic Wealth RIA

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

Historical chart of Catalytic Wealth RIA investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 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 by Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2025-09-30 $891k 34k 26.08
2025-06-30 $767k 30k 25.66
2025-03-31 $772k 30k 25.40
2024-12-31 $742k 29k 25.37