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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Total Clarity Wealth Management's IWM Position: Q1 2026 in Review

Total Clarity Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 37% in Q1 2026, selling an estimated $484K and leaving 3,160 shares worth $784K. The position accounts for 0.18% of the portfolio, ranked #136.

Total Clarity Wealth Management first reported a position in IWM in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.15M in Q1 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Total Clarity Wealth Management held 3,160 shares of iShares Russell 2000 ETF worth $784K as of Q1 2026.
  • Total Clarity Wealth Management sold 1,876 iShares Russell 2000 ETF shares in Q1 2026, an estimated $484K.
  • iShares Russell 2000 ETF made up 0.18% of Total Clarity Wealth Management's portfolio in Q1 2026, its #136 holding.
  • Total Clarity Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 25 quarters since.
  • Total Clarity Wealth Management's iShares Russell 2000 ETF position peaked at $3.15M in Q1 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.