Clearwater Capital Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-371	Closed	-$32K	–	369
2018 Q1	$32K	Buy	+371	New	+$32.9K	0.01%	335

Other funds holding IWS

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Clearwater Capital Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2018, closing a stake of 371 shares — an estimated $32K sold.

Clearwater Capital Advisors first reported a position in IWS in Q1 2018 and held it in 1 quarter. The position peaked at $32K in Q1 2018. 492 funds tracked by Wall St. Rank hold IWS as of Q2 2018.

Clearwater Capital Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2018 after selling out during the quarter.
Clearwater Capital Advisors sold 371 iShares Russell Mid-Cap Value ETF shares in Q2 2018, an estimated $32K.
Clearwater Capital Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2018 and held it in 1 quarter.
Clearwater Capital Advisors's iShares Russell Mid-Cap Value ETF position peaked at $32K in Q1 2018.
492 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2018.

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