Clarity Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Clarity Financial’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,193	Closed	-$883K	–	61
2022 Q4	$883K	Buy	4,193 +1,041	+33%	+$220K	0.17%	47
2022 Q3	$622K	Buy	+3,152	New	+$691K	0.15%	51
2022 Q1	–	Sell	-10,527	Closed	-$2.78M	–	99
2021 Q4	$2.78M	Buy	10,527 +6,036	+134%	+$1.55M	0.43%	46
2021 Q3	$1.09M	Sell	4,491 -33	-0.7%	-$8.2K	0.18%	63
2021 Q2	$1.09M	Sell	4,524 -4,825	-52%	-$1.14M	0.21%	58
2021 Q1	$2.09M	Buy	+9,349	New	+$2.05M	0.42%	53

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clarity Financial's IWB Position: Q1 2023 in Review

Clarity Financial sold out of iShares Russell 1000 ETF (IWB) in Q1 2023, closing a stake of 4,193 shares — an estimated $883K sold.

Clarity Financial first reported a position in IWB in Q1 2021 and held it in 6 quarters. The position peaked at $2.78M in Q4 2021. 1,060 funds tracked by Wall St. Rank hold IWB as of Q1 2023.

Clarity Financial reported no remaining iShares Russell 1000 ETF position as of Q1 2023 after selling out during the quarter.
Clarity Financial sold 4,193 iShares Russell 1000 ETF shares in Q1 2023, an estimated $883K.
Clarity Financial first reported a position in iShares Russell 1000 ETF in Q1 2021 and held it in 6 quarters.
Clarity Financial's iShares Russell 1000 ETF position peaked at $2.78M in Q4 2021.
1,060 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2023.

Based on Clarity Financial's 13F filing for Q1 2023, filed 13 Apr 2023.