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Total Clarity Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Total Clarity Wealth Management’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$461K Sell
1,585
-88
-5% -$24.8K 0.09% 227
2026
Q1 		$416K Buy
1,673
+37
+2% +$9.8K 0.1% 204
2025
Q4 		$453K Sell
1,636
-273
-14% -$75.6K 0.11% 187
2025
Q3 		$522K Sell
1,909
-92
-5% -$23.8K 0.14% 165
2025
Q2 		$493K Sell
2,001
-364
-15% -$81K 0.14% 157
2025
Q1 		$556K Hold
2,365
– – 0.18% 137
2024
Q4 		$556K Sell
2,365
-39
-2% -$8.95K 0.18% 138
2024
Q3 		$529K Sell
2,404
-356
-13% -$75.8K 0.17% 141
2024
Q2 		$592K Sell
2,760
-66
-2% -$13.2K 0.21% 120
2024
Q1 		$551K Hold
2,826
– – 0.19% 138
2023
Q4 		$495K Buy
2,826
+59
+2% +$9.68K 0.2% 129
2023
Q3 		$426K Sell
2,767
-70
-2% -$11.2K 0.2% 124
2023
Q2 		$450K Sell
2,837
-27
-0.9% -$3.94K 0.22% 113
2023
Q1 		$398K Sell
2,864
-33
-1% -$4.28K 0.22% 106
2022
Q4 		$349K Sell
2,897
-100
-3% -$12.4K 0.18% 140
2022
Q3 		$358K Buy
2,997
+894
+43% +$120K 0.22% 134
2022
Q2 		$263K Sell
2,103
-154
-7% -$21.1K 0.14% 161
2022
Q1 		$359K Sell
2,257
-1,192
-35% -$186K 0.2% 138
2021
Q4 		$598K Buy
3,449
+530
+18% +$88.3K 0.27% 91
2021
Q3 		$446K Buy
2,919
+255
+10% +$40.2K 0.21% 118
2021
Q2 		$401K Buy
2,664
+65
+3% +$9.3K 0.22% 126
2021
Q1 		$350K Buy
2,599
+102
+4% +$13.7K 0.2% 115
2020
Q4 		$332K Buy
2,497
+97
+4% +$12.2K 0.23% 106
2020
Q3 		$291K Buy
2,400
+194
+9% +$22.9K 0.25% 100
2020
Q2 		$235K Sell
2,206
-215
-9% -$21.1K 0.22% 110
2020
Q1 		$204K Buy
2,421
+1,018
+73% +$96.9K 0.32% 89
2019
Q4 		$136K Buy
+1,403
New +$128K 0.1% 154

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Total Clarity Wealth Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 5.3% in Q2 2026, selling an estimated $24.8K and leaving 1,585 shares worth $461K. The position accounts for 0.09% of the portfolio, ranked #227.

Total Clarity Wealth Management first reported a position in IWY in Q4 2019 and has held it in 27 quarters since. The position peaked at $598K in Q4 2021. 687 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Total Clarity Wealth Management held 1,585 shares of iShares Russell Top 200 Growth ETF worth $461K as of Q2 2026.
  • Total Clarity Wealth Management sold 88 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $24.8K.
  • iShares Russell Top 200 Growth ETF made up 0.09% of Total Clarity Wealth Management's portfolio in Q2 2026, its #227 holding.
  • Total Clarity Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Total Clarity Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $598K in Q4 2021.
  • 687 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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