CWM
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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

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Wells Fargo
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return