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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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Clearwater Capital Advisors's IJT Position: Q3 2021 in Review

Clearwater Capital Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2021, closing a stake of 1,720 shares — an estimated $228K sold.

Clearwater Capital Advisors first reported a position in IJT in Q2 2016 and held it in 21 quarters. The position peaked at $1.08M in Q3 2018. 593 funds tracked by Wall St. Rank hold IJT as of Q3 2021.

  • Clearwater Capital Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Clearwater Capital Advisors sold 1,720 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2021, an estimated $228K.
  • Clearwater Capital Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2016 and held it in 21 quarters.
  • Clearwater Capital Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.08M in Q3 2018.
  • 593 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2021.

Based on Clearwater Capital Advisors's 13F filing for Q3 2021, filed 3 Nov 2021.