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iShares S&P SmallCap 600 Index shares owned by Catalyst Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Catalyst Wealth Management from 13F filings

Historical chart of Catalyst Wealth Management investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Catalyst Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Catalyst Wealth Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $417k 4.3k 96.70
2022-12-31 $448k 4.7k 94.64

More positions owned by Catalyst Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Select Sector Spdr Tr Energy (XLE)
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD)
Mastercard Incorporated Cl A (MA)
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)
Accenture Plc Ireland Shs Class A (ACN)
Pepsi (PEP)
Texas Instruments Incorporated (TXN)
Wal-Mart Stores (WMT)
Procter & Gamble Company (PG)

View all positions for Catalyst Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index