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

Clearwater Capital Advisors’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-509
Closed -$62K – 367
2018
Q1 		$62K Buy
+509
New +$63.7K 0.01% 278

Other funds holding IWN

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Clearwater Capital Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2018, closing a stake of 509 shares — an estimated $62K sold.

Clearwater Capital Advisors first reported a position in IWN in Q1 2018 and held it in 1 quarter. The position peaked at $62K in Q1 2018. 603 funds tracked by Wall St. Rank hold IWN as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 509 iShares Russell 2000 Value ETF shares in Q2 2018, an estimated $62K.
  • Clearwater Capital Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's iShares Russell 2000 Value ETF position peaked at $62K in Q1 2018.
  • 603 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2018.

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