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Clearwater Capital Advisors’s iShares US Financials ETF IYF Stock Holding History

Clearwater Capital Advisors’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,728
Closed -$236K – 173
2021
Q4 		$236K Sell
2,728
-70
-3% -$6.1K 0.03% 155
2021
Q3 		$231K Sell
2,798
-905
-24% -$75.1K 0.03% 155
2021
Q2 		$300K Hold
3,703
– – 0.03% 138
2021
Q1 		$277K Sell
3,703
-121
-3% -$8.6K 0.03% 136
2020
Q4 		$255K Sell
3,824
-68
-2% -$4.2K 0.03% 134
2020
Q3 		$221K Hold
3,892
– – 0.03% 130
2020
Q2 		$214K Sell
3,892
-1,332
-25% -$71.1K 0.04% 131
2020
Q1 		$254K Sell
5,224
-7,218
-58% -$457K 0.05% 135
2019
Q4 		$857K Sell
12,442
-2,780
-18% -$184K 0.14% 103
2019
Q3 		$980K Sell
15,222
-860
-5% -$54.6K 0.17% 103
2019
Q2 		$1.01M Sell
16,082
-3,274
-17% -$202K 0.18% 110
2019
Q1 		$1.14M Sell
19,356
-7,728
-29% -$449K 0.21% 109
2018
Q4 		$1.44M Sell
27,084
-2,094
-7% -$120K 0.32% 95
2018
Q3 		$1.77M Buy
29,178
+100
+0.3% +$6.13K 0.35% 79
2018
Q2 		$1.7M Buy
29,078
+1,250
+4% +$74.4K 0.35% 79
2018
Q1 		$1.64M Buy
27,828
+102
+0.4% +$6.19K 0.34% 76
2017
Q4 		$1.66M Buy
27,726
+50
+0.2% +$2.9K 0.36% 74
2017
Q3 		$1.57M Buy
27,676
+2,272
+9% +$124K 0.37% 73
2017
Q2 		$1.37M Sell
25,404
-742
-3% -$38.8K 0.35% 75
2017
Q1 		$1.35M Buy
26,146
+5,700
+28% +$297K 0.37% 74
2016
Q4 		$1.04M Buy
20,446
+6,744
+49% +$322K 0.36% 76
2016
Q3 		$612K Buy
13,702
+5,160
+60% +$231K 0.21% 87
2016
Q2 		$362K Buy
+8,542
New +$369K 0.13% 104

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clearwater Capital Advisors's IYF Position: Q1 2022 in Review

Clearwater Capital Advisors sold out of iShares US Financials ETF (IYF) in Q1 2022, closing a stake of 2,728 shares — an estimated $236K sold.

Clearwater Capital Advisors first reported a position in IYF in Q2 2016 and held it in 23 quarters. The position peaked at $1.77M in Q3 2018. 339 funds tracked by Wall St. Rank hold IYF as of Q1 2022.

  • Clearwater Capital Advisors reported no remaining iShares US Financials ETF position as of Q1 2022 after selling out during the quarter.
  • Clearwater Capital Advisors sold 2,728 iShares US Financials ETF shares in Q1 2022, an estimated $236K.
  • Clearwater Capital Advisors first reported a position in iShares US Financials ETF in Q2 2016 and held it in 23 quarters.
  • Clearwater Capital Advisors's iShares US Financials ETF position peaked at $1.77M in Q3 2018.
  • 339 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2022.

Based on Clearwater Capital Advisors's 13F filing for Q1 2022, filed 3 May 2022.