Claro Advisors
IWL icon

Claro Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

Claro Advisors’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$430K Buy
2,263
+11
+0.5% +$2.07K 0.04% 325
2026
Q2 		$417K Buy
2,252
+396
+21% +$71.2K 0.04% 314
2026
Q1 		$298K Buy
+1,856
New +$313K 0.04% 374

Other funds holding IWL

Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 19.72% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Searcy Financial Services
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Claro Advisors's IWL Position: Q3 2026 in Review

Claro Advisors increased its iShares Russell Top 200 ETF (IWL) stake by 0.49% in Q3 2026, buying an estimated $2.07K and bringing the position to 2,263 shares worth $430K. The position accounts for 0.04% of the portfolio, ranked #325.

Claro Advisors first reported a position in IWL in Q1 2026 and has held it in 3 quarters since. 142 funds tracked by Wall St. Rank hold IWL as of Q3 2026.

  • Claro Advisors held 2,263 shares of iShares Russell Top 200 ETF worth $430K as of Q3 2026.
  • Claro Advisors bought 11 iShares Russell Top 200 ETF shares in Q3 2026, an estimated $2.07K.
  • iShares Russell Top 200 ETF made up 0.04% of Claro Advisors's portfolio in Q3 2026, its #325 holding.
  • Claro Advisors first reported a position in iShares Russell Top 200 ETF in Q1 2026 and has held it in 3 quarters since.
  • 142 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.