Catamount Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Catamount Wealth Management’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$5K	Hold	88	–	–	﹤0.01%	155
2018 Q4	$5K	Hold	88	–	–	﹤0.01%	162
2018 Q3	$5K	Hold	88	–	–	﹤0.01%	162
2018 Q2	$5K	Hold	88	–	–	﹤0.01%	161
2018 Q1	$5K	Hold	88	–	–	﹤0.01%	157
2017 Q4	$5K	Hold	88	–	–	﹤0.01%	159
2017 Q3	$4K	Hold	88	–	–	﹤0.01%	157
2017 Q2	$4K	Hold	88	–	–	﹤0.01%	146
2017 Q1	$4K	Hold	88	–	–	﹤0.01%	153
2016 Q4	$4K	Hold	88	–	–	﹤0.01%	140
2016 Q3	$4K	Hold	88	–	–	﹤0.01%	131
2016 Q2	$4K	Hold	88	–	–	﹤0.01%	116
2016 Q1	$4K	Hold	88	–	–	﹤0.01%	113
2015 Q4	$4K	Hold	88	–	–	﹤0.01%	111
2015 Q3	$3K	Hold	88	–	–	﹤0.01%	115
2015 Q2	$4K	Hold	88	–	–	﹤0.01%	147
2015 Q1	$4K	Hold	88	–	–	﹤0.01%	125
2014 Q4	$4K	Buy	+88	New	+$3.42K	﹤0.01%	105

Other funds holding IJK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Catamount Wealth Management's IJK Position: Q1 2019 in Review

Catamount Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2019 at 88 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #155.

Catamount Wealth Management first reported a position in IJK in Q4 2014 and has held it in 18 quarters since. 535 funds tracked by Wall St. Rank hold IJK as of Q1 2019.

Catamount Wealth Management held 88 shares of iShares S&P Mid-Cap 400 Growth ETF worth $5K as of Q1 2019.
Catamount Wealth Management left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2019.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #155 holding.
Catamount Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2014 and has held it in 18 quarters since.
535 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.