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Ishares Tr shares owned by Catalytic Wealth RIA

Quarter-by-quarter ownership of Ishares Tr (IBMT) 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
2026-06-30 $1.0M 39k 25.80
2026-03-31 $791k 31k 25.67

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

Mercer Global Advisors
HighTower Advisors
Praetorian Wealth Management
LBMC Investment Advisors
Bank of America Corporation
Quantum Financial Advisors
Coldstream Capital Management
Jane Street
Ellis Investment Partners
Royal Bank of Canada
Cetera Investment Advisers
Commonwealth Equity Services
Hills Bank And Trust Company
Helen Stephens Group
CliftonLarsonAllen Wealth Advisors

View all funds holding Ishares Tr