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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-560
Closed -$24K 173
2015
Q2
$24K Hold
560
0.02% 84
2015
Q1
$24K Buy
+560
New +$23.8K 0.02% 76

Other funds holding IWR

Catamount Wealth Management's IWR Position: Q3 2015 in Review

Catamount Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2015, closing a stake of 560 shares — an estimated $24K sold.

Catamount Wealth Management first reported a position in IWR in Q1 2015 and held it in 2 quarters. The position peaked at $24K in Q2 2015. 447 funds tracked by Wall St. Rank hold IWR as of Q3 2015.

  • Catamount Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2015 after selling out during the quarter.
  • Catamount Wealth Management sold 560 iShares Russell Mid-Cap ETF shares in Q3 2015, an estimated $24K.
  • Catamount Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2015 and held it in 2 quarters.
  • Catamount Wealth Management's iShares Russell Mid-Cap ETF position peaked at $24K in Q2 2015.
  • 447 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2015.

Based on Catamount Wealth Management's 13F filing for Q3 2015, filed 22 Jun 2016.