Catamount Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$12K	Hold	100	–	–	0.01%	134
2018 Q4	$12K	Hold	100	–	–	0.01%	129
2018 Q3	$13K	Hold	100	–	–	0.01%	135
2018 Q2	$12K	Hold	100	–	–	0.01%	139
2018 Q1	$12K	Hold	100	–	–	0.01%	129
2017 Q4	$12K	Sell	100 -100	-50%	-$12.1K	0.01%	125
2017 Q3	$24K	Hold	200	–	–	0.01%	109
2017 Q2	$23K	Hold	200	–	–	0.01%	112
2017 Q1	$23K	Hold	200	–	–	0.02%	111
2016 Q4	$22K	Hold	200	–	–	0.02%	96
2016 Q3	$21K	Hold	200	–	–	0.02%	95
2016 Q2	$21K	Hold	200	–	–	0.02%	71
2016 Q1	$20K	Hold	200	–	–	0.02%	77
2015 Q4	$20K	Hold	200	–	–	0.02%	73
2015 Q3	$19K	Sell	200 -20	-9%	-$1.99K	0.02%	79
2015 Q2	$23K	Sell	220 -291	-57%	-$30.5K	0.02%	87
2015 Q1	$53K	Buy	511 +311	+156%	+$32.2K	0.04%	57
2014 Q4	$21K	Buy	+200	New	+$20.4K	0.02%	68

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Catamount Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2019 at 100 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #134.

Catamount Wealth Management first reported a position in IWD in Q4 2014 and has held it in 18 quarters since. The position peaked at $53K in Q1 2015. 958 funds tracked by Wall St. Rank hold IWD as of Q1 2019.

Catamount Wealth Management held 100 shares of iShares Russell 1000 Value ETF worth $12K as of Q1 2019.
Catamount Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q1 2019.
iShares Russell 1000 Value ETF made up 0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #134 holding.
Catamount Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2014 and has held it in 18 quarters since.
Catamount Wealth Management's iShares Russell 1000 Value ETF position peaked at $53K in Q1 2015.
958 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2019.

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