Total Clarity Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,685	Closed	-$776K	–	219
2022 Q4	$776K	Buy	3,685 +1,397	+61%	+$296K	0.4%	66
2022 Q3	$451K	Buy	2,288 +208	+10%	+$45.6K	0.28%	98
2022 Q2	$432K	Buy	2,080 +360	+21%	+$81.4K	0.22%	109
2022 Q1	$430K	Sell	1,720 -134	-7%	-$33.1K	0.24%	114
2021 Q4	$490K	Hold	1,854	–	–	0.22%	104
2021 Q3	$448K	Buy	1,854 +117	+7%	+$29.1K	0.21%	117
2021 Q2	$420K	Buy	1,737 +50	+3%	+$11.8K	0.23%	119
2021 Q1	$378K	Hold	1,687	–	–	0.22%	111
2020 Q4	$357K	Hold	1,687	–	–	0.25%	100
2020 Q3	$316K	Hold	1,687	–	–	0.28%	92
2020 Q2	$290K	Sell	1,687 -185	-10%	-$29.9K	0.27%	101
2020 Q1	$265K	Sell	1,872 -495	-21%	-$83.7K	0.41%	80
2019 Q4	$422K	Buy	+2,367	New	+$404K	0.32%	71

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Total Clarity Wealth Management's IWB Position: Q1 2023 in Review

Total Clarity Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q1 2023, closing a stake of 3,685 shares — an estimated $776K sold.

Total Clarity Wealth Management first reported a position in IWB in Q4 2019 and held it in 13 quarters. The position peaked at $776K in Q4 2022. 1,060 funds tracked by Wall St. Rank hold IWB as of Q1 2023.

Total Clarity Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q1 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 3,685 iShares Russell 1000 ETF shares in Q1 2023, an estimated $776K.
Total Clarity Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2019 and held it in 13 quarters.
Total Clarity Wealth Management's iShares Russell 1000 ETF position peaked at $776K in Q4 2022.
1,060 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2023.

Based on Total Clarity Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.