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CWM
Catamount Wealth Management’s
iShares US Financials ETF
IYF
Stock Holding History
Catamount Wealth Management’s Portfolio
IYF Stock Details
IYF Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q3
–
Sell
-26
Closed
-$1K
–
166
2016
Q2
$1K
Hold
26
–
–
﹤0.01%
132
2016
Q1
$1K
Hold
26
–
–
﹤0.01%
128
2015
Q4
$1K
Hold
26
–
–
﹤0.01%
123
2015
Q3
$1K
Hold
26
–
–
﹤0.01%
131
2015
Q2
$1K
Hold
26
–
–
﹤0.01%
183
2015
Q1
$1K
Buy
+26
New
+$1.16K
﹤0.01%
153
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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