Clarity Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Clarity Wealth Advisors’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$686K	Sell	5,523 -833	-13%	-$100K	0.12%	59
2026 Q1	$678K	Hold	6,356	–	–	0.14%	54
2025 Q4	$752K	Hold	6,356	–	–	0.15%	53
2025 Q3	$744K	Sell	6,356 -28	-0.4%	-$3.12K	0.16%	53
2025 Q2	$678K	Sell	6,384 -80	-1%	-$7.65K	0.17%	53
2025 Q1	$584K	Sell	6,464 -296	-4%	-$29.2K	0.16%	51
2024 Q4	$679K	Hold	6,760	–	–	0.19%	49
2024 Q3	$634K	Sell	6,760 -312	-4%	-$28.3K	0.18%	46
2024 Q2	$644K	Buy	7,072 +200	+3%	+$17.1K	0.21%	43
2024 Q1	$579K	Hold	6,872	–	–	0.2%	45
2023 Q4	$521K	Sell	6,872 -276	-4%	-$19.5K	0.2%	50
2023 Q3	$475K	Buy	7,148 +1,700	+31%	+$117K	0.22%	41
2023 Q2	$375K	Hold	5,448	–	–	0.17%	53
2023 Q1	$333K	Hold	5,448	–	–	0.17%	52
2022 Q4	$292K	Hold	5,448	–	–	0.17%	52
2022 Q3	$286K	Hold	5,448	–	–	0.17%	49
2022 Q2	$297K	Buy	+5,448	New	+$327K	0.17%	51

Other funds holding IWF

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

WPW

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

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

DADC

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

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

CFB

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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

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

Clarity Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 13% in Q2 2026, selling an estimated $100K and leaving 5,523 shares worth $686K. The position accounts for 0.12% of the portfolio, ranked #59.

Clarity Wealth Advisors first reported a position in IWF in Q2 2022 and has held it in 17 quarters since. The position peaked at $752K in Q4 2025. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Clarity Wealth Advisors held 5,523 shares of iShares Russell 1000 Growth ETF worth $686K as of Q2 2026.
Clarity Wealth Advisors sold 833 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $100K.
iShares Russell 1000 Growth ETF made up 0.12% of Clarity Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Clarity Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and has held it in 17 quarters since.
Clarity Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $752K in Q4 2025.
1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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