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Clearwater Capital Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Clearwater Capital Advisors’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,064
Closed -$82K – 352
2018
Q1 		$82K Buy
+1,064
New +$84.4K 0.02% 252

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Clearwater Capital Advisors's IJJ Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2018, closing a stake of 1,064 shares — an estimated $82K sold.

Clearwater Capital Advisors first reported a position in IJJ in Q1 2018 and held it in 1 quarter. The position peaked at $82K in Q1 2018. 411 funds tracked by Wall St. Rank hold IJJ as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 1,064 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2018, an estimated $82K.
  • Clearwater Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $82K in Q1 2018.
  • 411 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.