Total Clarity Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-425	Closed	-$38K	–	603
2022 Q2	$38K	Buy	+425	New	+$41.3K	0.02%	447
2022 Q1	–	Sell	-452	Closed	-$52K	–	560
2021 Q4	$52K	Hold	452	–	–	0.02%	393
2021 Q3	$47K	Buy	+452	New	+$48K	0.02%	418
2021 Q2	–	Sell	-452	Closed	-$43K	–	458
2021 Q1	$43K	Buy	+452	New	+$41.9K	0.02%	364
2020 Q1	–	Sell	-239	Closed	-$18K	–	358
2019 Q4	$18K	Buy	+239	New	+$17.1K	0.01%	414

Other funds holding IWL

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

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEM

Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

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

DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of iShares Russell Top 200 ETF (IWL) in Q3 2022, closing a stake of 425 shares — an estimated $38K sold.

Total Clarity Wealth Management first reported a position in IWL in Q4 2019 and held it in 5 quarters. The position peaked at $52K in Q4 2021. 116 funds tracked by Wall St. Rank hold IWL as of Q3 2022.

Total Clarity Wealth Management reported no remaining iShares Russell Top 200 ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 425 iShares Russell Top 200 ETF shares in Q3 2022, an estimated $38K.
Total Clarity Wealth Management first reported a position in iShares Russell Top 200 ETF in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's iShares Russell Top 200 ETF position peaked at $52K in Q4 2021.
116 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2022.

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