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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-6,888	Closed	-$261K	–	187
2019 Q1	$261K	Sell	6,888 -400	-5%	-$14.4K	0.05%	176
2018 Q4	$239K	Sell	7,288 -800	-10%	-$28.2K	0.05%	182
2018 Q3	$315K	Hold	8,088	–	–	0.06%	159
2018 Q2	$291K	Sell	8,088 -76	-0.9%	-$2.68K	0.06%	157
2018 Q1	$278K	Hold	8,164	–	–	0.06%	156
2017 Q4	$275K	Hold	8,164	–	–	0.06%	155
2017 Q3	$259K	Buy	+8,164	New	+$250K	0.06%	151

Other funds holding IWF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

Clearwater Capital Advisors's IWF Position: Q2 2019 in Review

Clearwater Capital Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2019, closing a stake of 6,888 shares — an estimated $261K sold.

Clearwater Capital Advisors first reported a position in IWF in Q3 2017 and held it in 7 quarters. The position peaked at $315K in Q3 2018. 1,111 funds tracked by Wall St. Rank hold IWF as of Q2 2019.

Clearwater Capital Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2019 after selling out during the quarter.
Clearwater Capital Advisors sold 6,888 iShares Russell 1000 Growth ETF shares in Q2 2019, an estimated $261K.
Clearwater Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2017 and held it in 7 quarters.
Clearwater Capital Advisors's iShares Russell 1000 Growth ETF position peaked at $315K in Q3 2018.
1,111 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2019.

Based on Clearwater Capital Advisors's 13F filing for Q2 2019, filed 26 Jul 2019.