Catamount Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$22K	Hold	194	–	–	0.01%	112
2018 Q4	$21K	Hold	194	–	–	0.01%	100
2018 Q3	$22K	Hold	194	–	–	0.01%	118
2018 Q2	$22K	Hold	194	–	–	0.01%	111
2018 Q1	$21K	Hold	194	–	–	0.01%	110
2017 Q4	$22K	Hold	194	–	–	0.01%	111
2017 Q3	$21K	Hold	194	–	–	0.01%	113
2017 Q2	$20K	Hold	194	–	–	0.01%	116
2017 Q1	$20K	Hold	194	–	–	0.01%	115
2016 Q4	$20K	Hold	194	–	–	0.02%	101
2016 Q3	$18K	Buy	+194	New	+$18.5K	0.02%	101
2015 Q4	–	Sell	-34	Closed	-$3K	–	134
2015 Q3	$3K	Hold	34	–	–	﹤0.01%	116
2015 Q2	$3K	Hold	34	–	–	﹤0.01%	155
2015 Q1	$3K	Hold	34	–	–	﹤0.01%	128
2014 Q4	$3K	Buy	+34	New	+$3.12K	﹤0.01%	109

Other funds holding IVE

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Catamount Wealth Management held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2019 at 194 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #112.

Catamount Wealth Management first reported a position in IVE in Q4 2014 and has held it in 15 quarters since. 724 funds tracked by Wall St. Rank hold IVE as of Q1 2019.

Catamount Wealth Management held 194 shares of iShares S&P 500 Value ETF worth $22K as of Q1 2019.
Catamount Wealth Management left its iShares S&P 500 Value ETF share count unchanged in Q1 2019.
iShares S&P 500 Value ETF made up 0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #112 holding.
Catamount Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2014 and has held it in 15 quarters since.
724 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2019.

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