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Clearwater Capital Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Clearwater Capital Advisors’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,087
Closed -$239K – 157
2022
Q4 		$239K Buy
4,087
+158
+4% +$9.49K 0.03% 138
2022
Q3 		$227K Sell
3,929
-50
-1% -$3.25K 0.03% 140
2022
Q2 		$240K Hold
3,979
– – 0.03% 129
2022
Q1 		$304K Hold
3,979
– – 0.03% 132
2021
Q4 		$333K Sell
3,979
-110
-3% -$8.86K 0.04% 128
2021
Q3 		$302K Sell
4,089
-200
-5% -$15.2K 0.04% 135
2021
Q2 		$312K Hold
4,289
– – 0.04% 132
2021
Q1 		$279K Sell
4,289
-463
-10% -$29.9K 0.03% 134
2020
Q4 		$303K Sell
4,752
-120
-2% -$7.28K 0.04% 120
2020
Q3 		$281K Sell
4,872
-172
-3% -$9.73K 0.04% 119
2020
Q2 		$262K Sell
5,044
-1,648
-25% -$79K 0.04% 121
2020
Q1 		$276K Sell
6,692
-5,548
-45% -$262K 0.06% 128
2019
Q4 		$593K Sell
12,240
-22,740
-65% -$1.05M 0.1% 117
2019
Q3 		$1.57M Sell
34,980
-11,896
-25% -$538K 0.28% 82
2019
Q2 		$2.1M Sell
46,876
-1,840
-4% -$80.9K 0.38% 69
2019
Q1 		$2.1M Sell
48,716
-4,220
-8% -$173K 0.39% 73
2018
Q4 		$1.99M Sell
52,936
-12,856
-20% -$520K 0.44% 71
2018
Q3 		$2.91M Sell
65,792
-2,864
-4% -$123K 0.57% 55
2018
Q2 		$2.79M Sell
68,656
-480
-0.7% -$19.3K 0.57% 54
2018
Q1 		$2.68M Buy
69,136
+2,588
+4% +$103K 0.55% 54
2017
Q4 		$2.54M Buy
66,548
+5,128
+8% +$192K 0.56% 55
2017
Q3 		$2.23M Buy
61,420
+14,048
+30% +$495K 0.52% 60
2017
Q2 		$1.63M Buy
47,372
+15,952
+51% +$541K 0.42% 68
2017
Q1 		$1.03M Buy
+31,420
New +$1.01M 0.28% 83

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clearwater Capital Advisors's IVW Position: Q1 2023 in Review

Clearwater Capital Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2023, closing a stake of 4,087 shares — an estimated $239K sold.

Clearwater Capital Advisors first reported a position in IVW in Q1 2017 and held it in 24 quarters. The position peaked at $2.91M in Q3 2018. 1,262 funds tracked by Wall St. Rank hold IVW as of Q1 2023.

  • Clearwater Capital Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Clearwater Capital Advisors sold 4,087 iShares S&P 500 Growth ETF shares in Q1 2023, an estimated $239K.
  • Clearwater Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2017 and held it in 24 quarters.
  • Clearwater Capital Advisors's iShares S&P 500 Growth ETF position peaked at $2.91M in Q3 2018.
  • 1,262 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2023.

Based on Clearwater Capital Advisors's 13F filing for Q1 2023, filed 10 May 2023.