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iShares Russell 1000 Index shares owned by Catalytic Wealth RIA

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Catalytic Wealth RIA from 13F filings

Historical chart of Catalytic Wealth RIA investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index 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 Russell 1000 Index by Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2026-06-30 $10M 25k 409.50
2026-03-31 $8.4M 24k 356.56
2025-12-31 $9.8M 26k 373.44
2025-09-30 $9.6M 26k 365.48

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 Russell 1000 Index

Jones Financial Companies, L.L
FMR
Bank of America Corporation
Envestnet Asset Management
M^T Bank Corporation
Northern Trust
LPL Financial
Pnc Financial Services
Morgan Stanley
Colony
Millburn Ridgefield
Catalyst Capital Advisors
BlackRock
Wells Fargo & Company
Johnson Investment Counsel

View all funds holding iShares Russell 1000 Index