Institute for Wealth Management’s Clearwater Paper CLW Stock Holding History

Institute for Wealth Management’s Portfolio CLW Stock Details CLW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$349	Buy	+22	New	+$331	﹤0.01%	1715

Other funds holding CLW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PLC

Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Institute for Wealth Management's CLW Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Clearwater Paper (CLW) in Q2 2026: 22 shares worth $349. The stake represents ﹤0.01% of the portfolio and ranks #1715 among its holdings.

47 funds tracked by Wall St. Rank hold CLW as of Q2 2026.

Institute for Wealth Management held 22 shares of Clearwater Paper worth $349 as of Q2 2026.
Clearwater Paper was a new Institute for Wealth Management position in Q2 2026.
Clearwater Paper made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1715 holding.
47 funds tracked by Wall St. Rank held Clearwater Paper as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.