Number of Shares
15,505.00
Current Holdings Value*
$6.23 Mil
% of Portfolio
2.03%
Total Estimate Gain
$5.53 Mil
% of Total Estimate Gain
57.47%

Total Clarity Wealth Management, Inc.'s iShares Russell 1000 Growth ETF Holding Summary

As of 2025-03-31, Total Clarity Wealth Management, Inc. held 15,505.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $6.23 Mil. This investment constitutes 2.03% of their stock portfolio, and Total Clarity Wealth Management, Inc. now holds 0.01% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2019Q4. And since then Total Clarity Wealth Management, Inc. has made 9 purchases of IWF, at an average price of $216.98, for a total of 44,359.00 shares. In addition, there have been 10 sales at an average price of $290.00 for 28,854.00 shares. Based on historical transaction data and IWF's current price of $437.85, Total Clarity Wealth Management, Inc.'s estimated gain on his IWF holdings is $5.53 Mil, reflecting a 57.47% gain to date.

Total Clarity Wealth Management, Inc. IWF ($437.85) Holding Chart

Total Clarity Wealth Management, Inc. IWF ($437.85) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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