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

Clarity Wealth Advisors’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	$249K	Hold	1,028	–	–	0.04%	103
2026 Q1	$220K	Hold	1,028	–	–	0.05%	101
2025 Q4	$216K	Hold	1,028	–	–	0.04%	102
2025 Q3	$209K	Buy	+1,028	New	+$205K	0.05%	96
2020 Q2	–	Sell	-2,135	Closed	-$211K	–	64
2020 Q1	$211K	Buy	+2,135	New	+$266K	0.22%	55

Other funds holding IWD

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

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

Clarity Wealth Advisors's IWD Position: Q2 2026 in Review

Clarity Wealth Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,028 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #103.

Clarity Wealth Advisors first reported a position in IWD in Q1 2020 and has held it in 5 quarters since. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Clarity Wealth Advisors held 1,028 shares of iShares Russell 1000 Value ETF worth $249K as of Q2 2026.
Clarity Wealth Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.04% of Clarity Wealth Advisors's portfolio in Q2 2026, its #103 holding.
Clarity Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2020 and has held it in 5 quarters since.
1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.