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Clearwater Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Clearwater Capital Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-949
Closed -$144K – 366
2018
Q1 		$144K Buy
+949
New +$147K 0.03% 203

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Bank of America
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Clearwater Capital Advisors sold out of iShares Russell 2000 ETF (IWM) in Q2 2018, closing a stake of 949 shares — an estimated $144K sold.

Clearwater Capital Advisors first reported a position in IWM in Q1 2018 and held it in 1 quarter. The position peaked at $144K in Q1 2018. 1,268 funds tracked by Wall St. Rank hold IWM as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining iShares Russell 2000 ETF position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 949 iShares Russell 2000 ETF shares in Q2 2018, an estimated $144K.
  • Clearwater Capital Advisors first reported a position in iShares Russell 2000 ETF in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's iShares Russell 2000 ETF position peaked at $144K in Q1 2018.
  • 1,268 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2018.

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