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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,914	Closed	-$329K	–	274
2024 Q1	$329K	Sell	3,914 -1,073	-22%	-$85K	0.11%	193
2023 Q4	$388K	Buy	4,987 +1,800	+56%	+$128K	0.16%	149
2023 Q3	$221K	Buy	+3,187	New	+$232K	0.11%	199
2022 Q3	–	Sell	-75	Closed	-$5K	–	607
2022 Q2	$5K	Buy	+75	New	+$5.34K	﹤0.01%	816
2022 Q1	–	Sell	-75	Closed	-$6K	–	563
2021 Q4	$6K	Hold	75	–	–	﹤0.01%	785
2021 Q3	$6K	Buy	+75	New	+$6.01K	﹤0.01%	784
2021 Q2	–	Sell	-75	Closed	-$6K	–	461
2021 Q1	$6K	Buy	+75	New	+$5.42K	﹤0.01%	655
2020 Q1	–	Sell	-75	Closed	-$4K	–	363
2019 Q4	$4K	Buy	+75	New	+$4.31K	﹤0.01%	612

Other funds holding IWR

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Total Clarity Wealth Management's IWR Position: Q2 2024 in Review

Total Clarity Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2024, closing a stake of 3,914 shares — an estimated $329K sold.

Total Clarity Wealth Management first reported a position in IWR in Q4 2019 and held it in 8 quarters. The position peaked at $388K in Q4 2023. 1,242 funds tracked by Wall St. Rank hold IWR as of Q2 2024.

Total Clarity Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
Total Clarity Wealth Management sold 3,914 iShares Russell Mid-Cap ETF shares in Q2 2024, an estimated $329K.
Total Clarity Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 8 quarters.
Total Clarity Wealth Management's iShares Russell Mid-Cap ETF position peaked at $388K in Q4 2023.
1,242 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2024.

Based on Total Clarity Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.