Total Clarity Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.61M Buy
11,723
+5,301
+83% +$700K 0.31% 82
2026
Q1
$726K Sell
6,422
-792
-11% -$95.3K 0.17% 143
2025
Q4
$889K Sell
7,214
-305
-4% -$37.3K 0.22% 118
2025
Q3
$908K Sell
7,519
-245
-3% -$28.2K 0.24% 109
2025
Q2
$855K Sell
7,764
-170
-2% -$16.8K 0.24% 104
2025
Q1
$806K Hold
7,934
0.26% 102
2024
Q4
$806K Hold
7,934
0.26% 102
2024
Q3
$760K Sell
7,934
-512
-6% -$47.3K 0.24% 110
2024
Q2
$782K Buy
8,446
+2
+0% +$172 0.27% 98
2024
Q1
$713K Buy
+8,444
New +$678K 0.25% 109
2023
Q2
Sell
-3,427
Closed -$219K 220
2023
Q1
$219K Sell
3,427
-95
-3% -$5.81K 0.12% 163
2022
Q4
$206K Buy
3,522
+28
+0.8% +$1.68K 0.1% 213
2022
Q3
$202K Sell
3,494
-38
-1% -$2.47K 0.13% 219
2022
Q2
$213K Sell
3,532
-36
-1% -$2.38K 0.11% 189
2022
Q1
$273K Sell
3,568
-211
-6% -$15.9K 0.15% 172
2021
Q4
$316K Buy
3,779
+205
+6% +$16.5K 0.14% 152
2021
Q3
$264K Sell
3,574
-113
-3% -$8.61K 0.13% 183
2021
Q2
$268K Hold
3,687
0.15% 175
2021
Q1
$240K Buy
+3,687
New +$238K 0.14% 156
2020
Q1
Sell
-2,152
Closed -$104K 355
2019
Q4
$104K Buy
+2,152
New +$99.8K 0.08% 181

Other funds holding IVW

Total Clarity Wealth Management's IVW Position: Q2 2026 in Review

Total Clarity Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 83% in Q2 2026, buying an estimated $700K and bringing the position to 11,723 shares worth $1.61M. The position accounts for 0.31% of the portfolio, ranked #82.

Total Clarity Wealth Management first reported a position in IVW in Q4 2019 and has held it in 20 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Total Clarity Wealth Management held 11,723 shares of iShares S&P 500 Growth ETF worth $1.61M as of Q2 2026.
  • Total Clarity Wealth Management bought 5,301 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $700K.
  • iShares S&P 500 Growth ETF made up 0.31% of Total Clarity Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Total Clarity Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 20 quarters since.
  • 2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.