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IWF icon

Claro Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Claro Advisors’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.8M Buy
304,531
+62,259
+26% +$7.51M 3.97% 2
2026
Q1 		$25.8M Buy
242,272
+824
+0.3% +$93.5K 3.11% 4
2025
Q4 		$28.6M Buy
241,448
+24,472
+11% +$2.9M 3.89% 2
2025
Q3 		$25.4M Buy
216,976
+23,004
+12% +$2.56M 3.71% 2
2025
Q2 		$20.6M Sell
193,972
-48,224
-20% -$4.61M 3.4% 3
2025
Q1 		$21.9M Buy
242,196
+5,592
+2% +$552K 2.93% 5
2024
Q4 		$23.8M Buy
236,604
+21,260
+10% +$2.09M 3.21% 4
2024
Q3 		$20.2M Buy
215,344
+29,288
+16% +$2.66M 2.61% 6
2024
Q2 		$17M Buy
186,056
+113,056
+155% +$9.65M 2.65% 6
2024
Q1 		$6.15M Buy
73,000
+67,196
+1,158% +$5.41M 1.07% 17
2023
Q4 		$440K Sell
5,804
-1,268
-18% -$89.7K 0.1% 234
2023
Q3 		$470K Sell
7,072
-640
-8% -$44.2K 0.12% 203
2023
Q2 		$531K Buy
7,712
+1,492
+24% +$94.9K 0.13% 186
2023
Q1 		$380K Buy
6,220
+56
+0.9% +$3.23K 0.11% 217
2022
Q4 		$330K Sell
6,164
-572
-8% -$31.5K 0.11% 217
2022
Q3 		$368K Hold
6,736
– – 0.15% 163
2022
Q2 		$368K Buy
6,736
+368
+6% +$22.1K 0.15% 163
2022
Q1 		$487K Hold
6,368
– – 0.18% 144
2021
Q4 		$487K Buy
6,368
+308
+5% +$22.8K 0.18% 144
2021
Q3 		$415K Sell
6,060
-688
-10% -$48.7K 0.17% 149
2021
Q2 		$458K Hold
6,748
– – 0.21% 136
2021
Q1 		$410K Hold
6,748
– – 0.21% 131
2020
Q4 		$407K Sell
6,748
-868
-11% -$49.4K 0.22% 131
2020
Q3 		$413K Sell
7,616
-784
-9% -$41.3K 0.26% 109
2020
Q2 		$403K Sell
8,400
-120
-1% -$5.29K 0.28% 107
2020
Q1 		$321K Sell
8,520
-2,312
-21% -$99.6K 0.3% 103
2019
Q4 		$476K Buy
10,832
+1,560
+17% +$65.1K 0.37% 83
2019
Q3 		$370K Sell
9,272
-1,024
-10% -$41.1K 0.33% 96
2019
Q2 		$405K Buy
10,296
+832
+9% +$32.2K 0.37% 81
2019
Q1 		$358K Sell
9,464
-368
-4% -$13.2K 0.35% 86
2018
Q4 		$383K Buy
+9,832
New +$347K 0.31% 78

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Claro Advisors's IWF Position: Q2 2026 in Review

Claro Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 26% in Q2 2026, buying an estimated $7.51M and bringing the position to 304,531 shares worth $37.8M. The position accounts for 3.97% of the portfolio, ranked #2.

Claro Advisors first reported a position in IWF in Q4 2018 and has held it in 31 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Claro Advisors held 304,531 shares of iShares Russell 1000 Growth ETF worth $37.8M as of Q2 2026.
  • Claro Advisors bought 62,259 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $7.51M.
  • iShares Russell 1000 Growth ETF made up 3.97% of Claro Advisors's portfolio in Q2 2026, its #2 holding.
  • Claro Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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