Catamount Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-676	Closed	-$26K	–	189
2017 Q4	$26K	Hold	676	–	–	0.01%	107
2017 Q3	$24K	Hold	676	–	–	0.01%	108
2017 Q2	$23K	Hold	676	–	–	0.01%	111
2017 Q1	$22K	Hold	676	–	–	0.02%	113
2016 Q4	$21K	Hold	676	–	–	0.02%	97
2016 Q3	$20K	Buy	+676	New	+$20.5K	0.02%	97
2015 Q4	–	Sell	-240	Closed	-$6K	–	136
2015 Q3	$6K	Hold	240	–	–	0.01%	105
2015 Q2	$7K	Hold	240	–	–	0.01%	130
2015 Q1	$7K	Hold	240	–	–	0.01%	113
2014 Q4	$7K	Buy	+240	New	+$6.56K	0.01%	97

Other funds holding IVW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Catamount Wealth Management's IVW Position: Q1 2018 in Review

Catamount Wealth Management sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2018, closing a stake of 676 shares — an estimated $26K sold.

Catamount Wealth Management first reported a position in IVW in Q4 2014 and held it in 10 quarters. The position peaked at $26K in Q4 2017. 732 funds tracked by Wall St. Rank hold IVW as of Q1 2018.

Catamount Wealth Management reported no remaining iShares S&P 500 Growth ETF position as of Q1 2018 after selling out during the quarter.
Catamount Wealth Management sold 676 iShares S&P 500 Growth ETF shares in Q1 2018, an estimated $26K.
Catamount Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and held it in 10 quarters.
Catamount Wealth Management's iShares S&P 500 Growth ETF position peaked at $26K in Q4 2017.
732 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2018.

Based on Catamount Wealth Management's 13F filing for Q1 2018, filed 14 May 2018.