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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-25	Closed	-$5K	–	215
2018 Q3	$5K	Hold	25	–	–	﹤0.01%	163
2018 Q2	$5K	Hold	25	–	–	﹤0.01%	162
2018 Q1	$5K	Hold	25	–	–	﹤0.01%	158
2017 Q4	$5K	Hold	25	–	–	﹤0.01%	160
2017 Q3	$4K	Hold	25	–	–	﹤0.01%	158
2017 Q2	$4K	Hold	25	–	–	﹤0.01%	147
2017 Q1	$4K	Hold	25	–	–	﹤0.01%	154
2016 Q4	$4K	Buy	+25	New	+$3.73K	﹤0.01%	141

Other funds holding IWO

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Catamount Wealth Management's IWO Position: Q4 2018 in Review

Catamount Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2018, closing a stake of 25 shares — an estimated $5K sold.

Catamount Wealth Management first reported a position in IWO in Q4 2016 and held it in 8 quarters. The position peaked at $5K in Q3 2018. 642 funds tracked by Wall St. Rank hold IWO as of Q4 2018.

Catamount Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2018 after selling out during the quarter.
Catamount Wealth Management sold 25 iShares Russell 2000 Growth ETF shares in Q4 2018, an estimated $5K.
Catamount Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and held it in 8 quarters.
Catamount Wealth Management's iShares Russell 2000 Growth ETF position peaked at $5K in Q3 2018.
642 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2018.

Based on Catamount Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.