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Catamount Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Catamount Wealth Management’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$17K Hold
279
– – 0.01% 121
2018
Q4 		$16K Buy
+279
New +$15.8K 0.01% 113

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

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

Catamount Wealth Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2019 at 279 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #121.

Catamount Wealth Management first reported a position in IUSG in Q4 2018 and has held it in 2 quarters since. 257 funds tracked by Wall St. Rank hold IUSG as of Q1 2019.

  • Catamount Wealth Management held 279 shares of iShares Core S&P US Growth ETF worth $17K as of Q1 2019.
  • Catamount Wealth Management left its iShares Core S&P US Growth ETF share count unchanged in Q1 2019.
  • iShares Core S&P US Growth ETF made up 0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #121 holding.
  • Catamount Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and has held it in 2 quarters since.
  • 257 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2019.

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