Catamount Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-62	Closed	-$9K	–	190
2017 Q4	$9K	Buy	+62	New	+$9.31K	0.01%	138
2015 Q3	–	Sell	-157	Closed	-$20K	–	172
2015 Q2	$20K	Hold	157	–	–	0.02%	93
2015 Q1	$20K	Buy	+157	New	+$18.9K	0.02%	85

Other funds holding IWM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Catamount Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2018, closing a stake of 62 shares — an estimated $9K sold.

Catamount Wealth Management first reported a position in IWM in Q1 2015 and held it in 3 quarters. The position peaked at $20K in Q2 2015. 1,235 funds tracked by Wall St. Rank hold IWM as of Q1 2018.

Catamount Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q1 2018 after selling out during the quarter.
Catamount Wealth Management sold 62 iShares Russell 2000 ETF shares in Q1 2018, an estimated $9K.
Catamount Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2015 and held it in 3 quarters.
Catamount Wealth Management's iShares Russell 2000 ETF position peaked at $20K in Q2 2015.
1,235 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2018.

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