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Clearwater Capital Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Clearwater Capital Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-120
Closed -$18K – 364
2018
Q1 		$18K Buy
+120
New +$18.2K ﹤0.01% 398

Other funds holding IWB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 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
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

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

Clearwater Capital Advisors sold out of iShares Russell 1000 ETF (IWB) in Q2 2018, closing a stake of 120 shares — an estimated $18K sold.

Clearwater Capital Advisors first reported a position in IWB in Q1 2018 and held it in 1 quarter. The position peaked at $18K in Q1 2018. 620 funds tracked by Wall St. Rank hold IWB as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining iShares Russell 1000 ETF position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 120 iShares Russell 1000 ETF shares in Q2 2018, an estimated $18K.
  • Clearwater Capital Advisors first reported a position in iShares Russell 1000 ETF in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's iShares Russell 1000 ETF position peaked at $18K in Q1 2018.
  • 620 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2018.

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