Total Clarity Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Total Clarity Wealth Management’s Portfolio IJS Stock Details IJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-191	Closed	-$17K	–	575
2022 Q2	$17K	Buy	+191	New	+$18.3K	0.01%	577
2022 Q1	–	Sell	-205	Closed	-$21K	–	535
2021 Q4	$21K	Sell	205 -22,916	-99%	-$2.4M	0.01%	559
2021 Q3	$2.33M	Buy	23,121 +1,522	+7%	+$154K	1.11%	21
2021 Q2	$2.28M	Buy	21,599 +20,677	+2,243%	+$2.16M	1.27%	20
2021 Q1	$93K	Buy	+922	New	+$87.3K	0.05%	253

Other funds holding IJS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

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

Total Clarity Wealth Management's IJS Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2022, closing a stake of 191 shares — an estimated $17K sold.

Total Clarity Wealth Management first reported a position in IJS in Q1 2021 and held it in 5 quarters. The position peaked at $2.33M in Q3 2021. 696 funds tracked by Wall St. Rank hold IJS as of Q3 2022.

Total Clarity Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 191 iShares S&P Small-Cap 600 Value ETF shares in Q3 2022, an estimated $17K.
Total Clarity Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2021 and held it in 5 quarters.
Total Clarity Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $2.33M in Q3 2021.
696 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.