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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-32	Closed	-$7K	–	605
2022 Q2	$7K	Buy	+32	New	+$7.13K	﹤0.01%	751
2022 Q1	–	Sell	-32	Closed	-$9K	–	561
2021 Q4	$9K	Hold	32	–	–	﹤0.01%	717
2021 Q3	$9K	Buy	+32	New	+$9.61K	﹤0.01%	699
2021 Q2	–	Sell	-127	Closed	-$38K	–	459
2021 Q1	$38K	Buy	+127	New	+$39.4K	0.02%	375
2020 Q1	–	Sell	-32	Closed	-$7K	–	361
2019 Q4	$7K	Buy	+32	New	+$6.5K	0.01%	540

Other funds holding IWO

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2022, closing a stake of 32 shares — an estimated $7K sold.

Total Clarity Wealth Management first reported a position in IWO in Q4 2019 and held it in 5 quarters. The position peaked at $38K in Q1 2021. 788 funds tracked by Wall St. Rank hold IWO as of Q3 2022.

Total Clarity Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 32 iShares Russell 2000 Growth ETF shares in Q3 2022, an estimated $7K.
Total Clarity Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's iShares Russell 2000 Growth ETF position peaked at $38K in Q1 2021.
788 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2022.

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