Clearwater Capital Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,066	Closed	-$208K	–	161
2022 Q1	$208K	Hold	2,066	–	–	0.02%	158
2021 Q4	$238K	Sell	2,066 -18	-0.9%	-$2.1K	0.03%	153
2021 Q3	$234K	Hold	2,084	–	–	0.03%	151
2021 Q2	$236K	Hold	2,084	–	–	0.03%	156
2021 Q1	$213K	Sell	2,084 -482	-19%	-$50.4K	0.03%	158
2020 Q4	$263K	Sell	2,566 -390	-13%	-$37.1K	0.03%	131
2020 Q3	$256K	Sell	2,956 -22	-0.7%	-$1.86K	0.04%	122
2020 Q2	$235K	Sell	2,978 -1,930	-39%	-$140K	0.04%	127
2020 Q1	$298K	Sell	4,908 -618	-11%	-$45K	0.06%	123
2019 Q4	$422K	Sell	5,526 -696	-11%	-$51K	0.07%	135
2019 Q3	$440K	Sell	6,222 -120	-2%	-$8.62K	0.08%	143
2019 Q2	$452K	Sell	6,342 -2,532	-29%	-$176K	0.08%	146
2019 Q1	$602K	Sell	8,874 -3,952	-31%	-$254K	0.11%	134
2018 Q4	$729K	Sell	12,826 -866	-6%	-$52.7K	0.16%	126
2018 Q3	$928K	Sell	13,692 -34	-0.2%	-$2.26K	0.18%	110
2018 Q2	$870K	Buy	13,726 +320	+2%	+$20.1K	0.18%	106
2018 Q1	$824K	Sell	13,406 -3,458	-21%	-$216K	0.17%	105
2017 Q4	$1.02M	Buy	16,864 +1,150	+7%	+$67.6K	0.22%	94
2017 Q3	$901K	Sell	15,714 -1,600	-9%	-$87.8K	0.21%	96
2017 Q2	$935K	Buy	17,314 +4,458	+35%	+$237K	0.24%	88
2017 Q1	$657K	Buy	12,856 +3,990	+45%	+$204K	0.18%	101
2016 Q4	$435K	Sell	8,866 -324	-4%	-$15.6K	0.15%	105
2016 Q3	$443K	Buy	9,190 +360	+4%	+$17.5K	0.15%	99
2016 Q2	$412K	Buy	+8,830	New	+$408K	0.15%	98

Other funds holding IWP

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Clearwater Capital Advisors's IWP Position: Q2 2022 in Review

Clearwater Capital Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2022, closing a stake of 2,066 shares — an estimated $208K sold.

Clearwater Capital Advisors first reported a position in IWP in Q2 2016 and held it in 24 quarters. The position peaked at $1.02M in Q4 2017. 827 funds tracked by Wall St. Rank hold IWP as of Q2 2022.

Clearwater Capital Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Clearwater Capital Advisors sold 2,066 iShares Russell Mid-Cap Growth ETF shares in Q2 2022, an estimated $208K.
Clearwater Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2016 and held it in 24 quarters.
Clearwater Capital Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.02M in Q4 2017.
827 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2022.

Based on Clearwater Capital Advisors's 13F filing for Q2 2022, filed 21 Jul 2022.