Catamount Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$3K	Hold	40	–	–	﹤0.01%	171
2018 Q4	$3K	Sell	40 -20	-33%	-$1.22K	﹤0.01%	178
2018 Q3	$4K	Hold	60	–	–	﹤0.01%	169
2018 Q2	$4K	Sell	60 -40	-40%	-$2.52K	﹤0.01%	168
2018 Q1	$6K	Sell	100 -54	-35%	-$3.37K	﹤0.01%	148
2017 Q4	$9K	Hold	154	–	–	0.01%	139
2017 Q3	$9K	Hold	154	–	–	0.01%	137
2017 Q2	$8K	Hold	154	–	–	﹤0.01%	136
2017 Q1	$8K	Buy	154 +2	+1%	+$102	0.01%	139
2016 Q4	$7K	Buy	+152	New	+$7.33K	0.01%	127

Other funds holding IWP

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Catamount Wealth Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2019 at 40 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #171.

Catamount Wealth Management first reported a position in IWP in Q4 2016 and has held it in 10 quarters since. The position peaked at $9K in Q4 2017. 574 funds tracked by Wall St. Rank hold IWP as of Q1 2019.

Catamount Wealth Management held 40 shares of iShares Russell Mid-Cap Growth ETF worth $3K as of Q1 2019.
Catamount Wealth Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2019.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #171 holding.
Catamount Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and has held it in 10 quarters since.
Catamount Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $9K in Q4 2017.
574 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2019.

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