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Clarity Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Clarity Wealth Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,421
Closed -$235K – 61
2019
Q4 		$235K Buy
+1,421
New +$225K 0.2% 59

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clarity Wealth Advisors's IWM Position: Q1 2020 in Review

Clarity Wealth Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2020, closing a stake of 1,421 shares — an estimated $235K sold.

Clarity Wealth Advisors first reported a position in IWM in Q4 2019 and held it in 1 quarter. The position peaked at $235K in Q4 2019. 1,439 funds tracked by Wall St. Rank hold IWM as of Q1 2020.

  • Clarity Wealth Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2020 after selling out during the quarter.
  • Clarity Wealth Advisors sold 1,421 iShares Russell 2000 ETF shares in Q1 2020, an estimated $235K.
  • Clarity Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 1 quarter.
  • Clarity Wealth Advisors's iShares Russell 2000 ETF position peaked at $235K in Q4 2019.
  • 1,439 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2020.

Based on Clarity Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.