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CCA
Clearwater Capital Advisors’s
iShares S&P Small-Cap 600 Growth ETF
IJT
Stock Holding History
Clearwater Capital Advisors’s Portfolio
IJT Stock Details
IJT Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q3
–
Sell
-1,720
Closed
-$228K
–
170
2021
Q2
$228K
Hold
1,720
–
–
0.03%
161
2021
Q1
$221K
Sell
1,720
-796
-32%
-$101K
0.03%
155
2020
Q4
$287K
Sell
2,516
-14
-0.6%
-$1.43K
0.04%
124
2020
Q3
$223K
Sell
2,530
-56
-2%
-$5.01K
0.04%
128
2020
Q2
$220K
Sell
2,586
-2,194
-46%
-$171K
0.04%
130
2020
Q1
$329K
Sell
4,780
-696
-13%
-$61.4K
0.07%
113
2019
Q4
$529K
Sell
5,476
-944
-15%
-$87.2K
0.09%
122
2019
Q3
$573K
Sell
6,420
-254
-4%
-$22.9K
0.1%
126
2019
Q2
$609K
Sell
6,674
-1,028
-13%
-$92.4K
0.11%
128
2019
Q1
$687K
Sell
7,702
-2,064
-21%
-$182K
0.13%
128
2018
Q4
$788K
Sell
9,766
-916
-9%
-$81.6K
0.17%
121
2018
Q3
$1.08M
Buy
10,682
+420
+4%
+$42.2K
0.21%
104
2018
Q2
$970K
Buy
10,262
+590
+6%
+$54.2K
0.2%
101
2018
Q1
$841K
Sell
9,672
-478
-5%
-$41.6K
0.17%
104
2017
Q4
$864K
Buy
10,150
+610
+6%
+$51K
0.19%
100
2017
Q3
$791K
Buy
9,540
+44
+0.5%
+$3.43K
0.18%
102
2017
Q2
$736K
Buy
9,496
+2,830
+42%
+$218K
0.19%
101
2017
Q1
$496K
Buy
6,666
+1,736
+35%
+$132K
0.14%
109
2016
Q4
$371K
Sell
4,930
-26
-0.5%
-$1.83K
0.13%
114
2016
Q3
$338K
Buy
4,956
+34
+0.7%
+$2.29K
0.12%
113
2016
Q2
$315K
Buy
+4,922
New
+$309K
0.12%
107
Other funds holding IJT
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
M&T Bank
Buffalo, New York
$29.2B AUM
22.81%
1-Year Est. Return
UCFA
United Capital Financial Advisors
Irving, Texas
$16.2B AUM
16.34%
1-Year Est. Return
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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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