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Claro Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Claro Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$731K Buy
2,051
+602
+42% +$224K 0.09% 181
2025
Q4 		$541K Buy
1,449
+103
+8% +$38.2K 0.07% 212
2025
Q3 		$492K Sell
1,346
-104
-7% -$36.6K 0.07% 223
2025
Q2 		$492K Sell
1,450
-202
-12% -$63.4K 0.08% 209
2025
Q1 		$507K Buy
1,652
+642
+64% +$208K 0.07% 261
2024
Q4 		$325K Sell
1,010
-136
-12% -$44.1K 0.04% 338
2024
Q3 		$360K Buy
1,146
+458
+67% +$139K 0.05% 335
2024
Q2 		$205K Buy
+688
New +$198K 0.03% 405
2020
Q1 		– Sell
-1,240
Closed -$221K – 173
2019
Q4 		$221K Buy
+1,240
New +$212K 0.17% 149

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Claro Advisors's IWB Position: Q1 2026 in Review

Claro Advisors increased its iShares Russell 1000 ETF (IWB) stake by 42% in Q1 2026, buying an estimated $224K and bringing the position to 2,051 shares worth $731K. The position accounts for 0.09% of the portfolio, ranked #181.

Claro Advisors first reported a position in IWB in Q4 2019 and has held it in 9 quarters since. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Claro Advisors held 2,051 shares of iShares Russell 1000 ETF worth $731K as of Q1 2026.
  • Claro Advisors bought 602 iShares Russell 1000 ETF shares in Q1 2026, an estimated $224K.
  • iShares Russell 1000 ETF made up 0.09% of Claro Advisors's portfolio in Q1 2026, its #181 holding.
  • Claro Advisors first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 9 quarters since.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.