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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$586K	Buy	2,650 +950	+56%	+$199K	0.11%	187
2026 Q1	$322K	Sell	1,700 -812	-32%	-$157K	0.08%	238
2025 Q4	$455K	Buy	2,512 +1,312	+109%	+$236K	0.11%	186
2025 Q3	$212K	Sell	1,200 -1,999	-62%	-$337K	0.06%	266
2025 Q2	$505K	Buy	3,199 +623	+24%	+$92.8K	0.14%	154
2025 Q1	$423K	Hold	2,576	–	–	0.14%	162
2024 Q4	$423K	Buy	2,576 +1,376	+115%	+$235K	0.14%	162
2024 Q3	$200K	Buy	+1,200	New	+$195K	0.06%	247
2022 Q3	–	Sell	-595	Closed	-$81K	–	604
2022 Q2	$81K	Buy	+595	New	+$88.5K	0.04%	341
2020 Q1	–	Sell	-300	Closed	-$39K	–	360
2019 Q4	$39K	Buy	+300	New	+$37.1K	0.03%	301

Other funds holding IWN

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Total Clarity Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 56% in Q2 2026, buying an estimated $199K and bringing the position to 2,650 shares worth $586K. The position accounts for 0.11% of the portfolio, ranked #187.

Total Clarity Wealth Management first reported a position in IWN in Q4 2019 and has held it in 10 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Total Clarity Wealth Management held 2,650 shares of iShares Russell 2000 Value ETF worth $586K as of Q2 2026.
Total Clarity Wealth Management bought 950 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $199K.
iShares Russell 2000 Value ETF made up 0.11% of Total Clarity Wealth Management's portfolio in Q2 2026, its #187 holding.
Total Clarity Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and has held it in 10 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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