Clearwater Capital Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Clearwater Capital Advisors’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-11,815	Closed	-$743K	–	177
2019 Q3	$743K	Sell	11,815 -6,473	-35%	-$409K	0.13%	117
2019 Q2	$1.15M	Sell	18,288 -1,575	-8%	-$96.9K	0.21%	105
2019 Q1	$1.2M	Sell	19,863 -2,813	-12%	-$161K	0.22%	106
2018 Q4	$1.2M	Sell	22,676 -7,326	-24%	-$415K	0.26%	103
2018 Q3	$1.86M	Sell	30,002 -449	-1%	-$27.1K	0.36%	74
2018 Q2	$1.74M	Buy	30,451 +5,933	+24%	+$335K	0.36%	76
2018 Q1	$1.34M	Buy	24,518 +3,802	+18%	+$213K	0.28%	89
2017 Q4	$1.11M	Buy	+20,716	New	+$1.09M	0.24%	92

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clearwater Capital Advisors's IUSG Position: Q4 2019 in Review

Clearwater Capital Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2019, closing a stake of 11,815 shares — an estimated $743K sold.

Clearwater Capital Advisors first reported a position in IUSG in Q4 2017 and held it in 8 quarters. The position peaked at $1.86M in Q3 2018. 361 funds tracked by Wall St. Rank hold IUSG as of Q4 2019.

Clearwater Capital Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q4 2019 after selling out during the quarter.
Clearwater Capital Advisors sold 11,815 iShares Core S&P US Growth ETF shares in Q4 2019, an estimated $743K.
Clearwater Capital Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2017 and held it in 8 quarters.
Clearwater Capital Advisors's iShares Core S&P US Growth ETF position peaked at $1.86M in Q3 2018.
361 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2019.

Based on Clearwater Capital Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.