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

Other funds holding IWM

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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. 1,270 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.
1,270 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.