Total Clarity Wealth Management’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-260	Closed	-$21K	–	613
2022 Q2	$21K	Buy	+260	New	+$23K	0.01%	542
2022 Q1	–	Sell	-260	Closed	-$30K	–	572
2021 Q4	$30K	Sell	260 -112	-30%	-$12.4K	0.01%	487
2021 Q3	$38K	Buy	+372	New	+$38.8K	0.02%	446
2021 Q2	–	Sell	-372	Closed	-$33K	–	467
2021 Q1	$33K	Buy	+372	New	+$32.6K	0.02%	384
2020 Q1	–	Sell	-120	Closed	-$7K	–	367
2019 Q4	$7K	Buy	+120	New	+$6.53K	0.01%	542

Other funds holding IYW

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Total Clarity Wealth Management sold out of iShares US Technology ETF (IYW) in Q3 2022, closing a stake of 260 shares — an estimated $21K sold.

Total Clarity Wealth Management first reported a position in IYW in Q4 2019 and held it in 5 quarters. The position peaked at $38K in Q3 2021. 584 funds tracked by Wall St. Rank hold IYW as of Q3 2022.

Total Clarity Wealth Management reported no remaining iShares US Technology ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 260 iShares US Technology ETF shares in Q3 2022, an estimated $21K.
Total Clarity Wealth Management first reported a position in iShares US Technology ETF in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's iShares US Technology ETF position peaked at $38K in Q3 2021.
584 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2022.

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