Clarity Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

Clarity Financial’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$536K	Hold	2,209	–	–	0.05%	74
2026 Q1	$472K	Hold	2,209	–	–	0.05%	70
2025 Q4	$465K	Hold	2,209	–	–	0.04%	67
2025 Q3	$450K	Hold	2,209	–	–	0.04%	74
2025 Q2	$429K	Hold	2,209	–	–	0.05%	73
2025 Q1	$416K	Hold	2,209	–	–	0.05%	70
2024 Q4	$409K	Hold	2,209	–	–	0.05%	77
2024 Q3	$419K	Hold	2,209	–	–	0.05%	94
2024 Q2	$385K	Hold	2,209	–	–	0.06%	82
2024 Q1	$396K	Hold	2,209	–	–	0.06%	82
2023 Q4	$365K	Hold	2,209	–	–	0.06%	77
2023 Q3	$335K	Buy	2,209 +293	+15%	+$46.5K	0.06%	83
2023 Q2	$302K	Buy	+1,916	New	+$293K	0.04%	87
2023 Q1	–	Sell	-1,916	Closed	-$291K	–	62
2022 Q4	$291K	Sell	1,916 -145	-7%	-$21.7K	0.06%	77
2022 Q3	$280K	Buy	2,061 +145	+8%	+$21.8K	0.07%	71
2022 Q2	$278K	Hold	1,916	–	–	0.06%	75
2022 Q1	$318K	Buy	+1,916	New	+$315K	0.06%	73

Other funds holding IWD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

7WCP

71 West Capital Partners Boston, Massachusetts $2.89B AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Clarity Financial's IWD Position: Q2 2026 in Review

Clarity Financial held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,209 shares worth $536K. The position accounts for 0.05% of the portfolio, ranked #74.

Clarity Financial first reported a position in IWD in Q1 2022 and has held it in 17 quarters since. 1,301 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Clarity Financial held 2,209 shares of iShares Russell 1000 Value ETF worth $536K as of Q2 2026.
Clarity Financial left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.05% of Clarity Financial's portfolio in Q2 2026, its #74 holding.
Clarity Financial first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and has held it in 17 quarters since.
1,301 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.