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 Q2	$847K	Buy	2,069 +18	+0.9%	+$7.13K	0.09%	188
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Claro Advisors's IWB Position: Q2 2026 in Review

Claro Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.88% in Q2 2026, buying an estimated $7.13K and bringing the position to 2,069 shares worth $847K. The position accounts for 0.09% of the portfolio, ranked #188.

Claro Advisors first reported a position in IWB in Q4 2019 and has held it in 10 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Claro Advisors held 2,069 shares of iShares Russell 1000 ETF worth $847K as of Q2 2026.
Claro Advisors bought 18 iShares Russell 1000 ETF shares in Q2 2026, an estimated $7.13K.
iShares Russell 1000 ETF made up 0.09% of Claro Advisors's portfolio in Q2 2026, its #188 holding.
Claro Advisors first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 10 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.