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

Total Clarity Wealth Management’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
2026 Q2	$1.28M	Buy	4,261 +1,101	+35%	+$309K	0.25%	98
2026 Q1	$784K	Sell	3,160 -1,876	-37%	-$484K	0.18%	136
2025 Q4	$1.24M	Buy	5,036 +244	+5%	+$60K	0.3%	86
2025 Q3	$1.16M	Sell	4,792 -1,505	-24%	-$345K	0.31%	86
2025 Q2	$1.36M	Sell	6,297 -7,970	-56%	-$1.6M	0.39%	68
2025 Q1	$3.15M	Hold	14,267	–	–	1.03%	25
2024 Q4	$3.15M	Buy	14,267 +10,531	+282%	+$2.4M	1.02%	25
2024 Q3	$825K	Sell	3,736 -163	-4%	-$34.9K	0.27%	101
2024 Q2	$791K	Buy	3,899 +15	+0.4%	+$3.03K	0.27%	96
2024 Q1	$817K	Buy	3,884 +223	+6%	+$44.5K	0.28%	99
2023 Q4	$735K	Buy	3,661 +213	+6%	+$38.2K	0.3%	95
2023 Q3	$609K	Hold	3,448	–	–	0.29%	94
2023 Q2	$646K	Buy	3,448 +25	+0.7%	+$4.46K	0.32%	84
2023 Q1	$611K	Buy	3,423 +3	+0.1%	+$552	0.33%	74
2022 Q4	$596K	Buy	3,420 +457	+15%	+$81.3K	0.3%	85
2022 Q3	$489K	Sell	2,963 -5,162	-64%	-$942K	0.31%	86
2022 Q2	$1.38M	Buy	8,125 +165	+2%	+$30.4K	0.71%	33
2022 Q1	$1.63M	Sell	7,960 -825	-9%	-$168K	0.9%	30
2021 Q4	$1.95M	Buy	8,785 +6,935	+375%	+$1.57M	0.89%	24
2021 Q3	$405K	Buy	1,850 +200	+12%	+$44.3K	0.19%	124
2021 Q2	$378K	Buy	1,650 +31	+2%	+$6.97K	0.21%	134
2021 Q1	$358K	Hold	1,619	–	–	0.21%	113
2020 Q4	$317K	Buy	1,619 +15	+0.9%	+$2.63K	0.22%	110
2020 Q3	$240K	Hold	1,604	–	–	0.21%	109
2020 Q2	$230K	Buy	+1,604	New	+$210K	0.21%	111
2020 Q1	–	Sell	-395	Closed	-$66K	–	359
2019 Q4	$66K	Buy	+395	New	+$62.4K	0.05%	225

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Total Clarity Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 35% in Q2 2026, buying an estimated $309K and bringing the position to 4,261 shares worth $1.28M. The position accounts for 0.25% of the portfolio, ranked #98.

Total Clarity Wealth Management first reported a position in IWM in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.15M in Q1 2025. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Total Clarity Wealth Management held 4,261 shares of iShares Russell 2000 ETF worth $1.28M as of Q2 2026.
Total Clarity Wealth Management bought 1,101 iShares Russell 2000 ETF shares in Q2 2026, an estimated $309K.
iShares Russell 2000 ETF made up 0.25% of Total Clarity Wealth Management's portfolio in Q2 2026, its #98 holding.
Total Clarity Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 26 quarters since.
Total Clarity Wealth Management's iShares Russell 2000 ETF position peaked at $3.15M in Q1 2025.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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