Total Clarity Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.11M	Sell	14,408 -1,534	-10%	-$211K	0.41%	63
2026 Q1	$2.04M	Sell	15,942 -667	-4%	-$90.3K	0.48%	57
2025 Q4	$2.27M	Sell	16,609 -1,010	-6%	-$141K	0.55%	51
2025 Q3	$2.51M	Sell	17,619 -585	-3%	-$82.7K	0.67%	42
2025 Q2	$2.52M	Sell	18,204 -6,809	-27%	-$861K	0.72%	37
2025 Q1	$3.17M	Hold	25,013	–	–	1.03%	24
2024 Q4	$3.17M	Sell	25,013 -13,084	-34%	-$1.66M	1.03%	24
2024 Q3	$4.47M	Buy	38,097 +2,737	+8%	+$306K	1.44%	11
2024 Q2	$3.9M	Sell	35,360 -790	-2%	-$86.8K	1.35%	13
2024 Q1	$4.13M	Buy	36,150 +3,252	+10%	+$352K	1.43%	11
2023 Q4	$3.44M	Buy	32,898 +2,894	+10%	+$274K	1.41%	13
2023 Q3	$2.74M	Buy	30,004 +9,315	+45%	+$891K	1.32%	14
2023 Q2	$2M	Buy	+20,689	New	+$1.89M	0.99%	19
2022 Q3	–	Sell	-98	Closed	-$8K	–	606
2022 Q2	$8K	Buy	+98	New	+$8.53K	﹤0.01%	719
2022 Q1	–	Sell	-98	Closed	-$11K	–	562
2021 Q4	$11K	Hold	98	–	–	0.01%	671
2021 Q3	$11K	Buy	+98	New	+$11.3K	0.01%	656
2021 Q2	–	Sell	-98	Closed	-$10K	–	460
2021 Q1	$10K	Buy	+98	New	+$10.2K	0.01%	561
2020 Q1	–	Sell	-98	Closed	-$7K	–	362
2019 Q4	$7K	Buy	+98	New	+$7.18K	0.01%	541

Other funds holding IWP

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

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Total Clarity Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 9.6% in Q2 2026, selling an estimated $211K and leaving 14,408 shares worth $2.11M. The position accounts for 0.41% of the portfolio, ranked #63.

Total Clarity Wealth Management first reported a position in IWP in Q4 2019 and has held it in 18 quarters since. The position peaked at $4.47M in Q3 2024. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Total Clarity Wealth Management held 14,408 shares of iShares Russell Mid-Cap Growth ETF worth $2.11M as of Q2 2026.
Total Clarity Wealth Management sold 1,534 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $211K.
iShares Russell Mid-Cap Growth ETF made up 0.41% of Total Clarity Wealth Management's portfolio in Q2 2026, its #63 holding.
Total Clarity Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 18 quarters since.
Total Clarity Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $4.47M in Q3 2024.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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