CA
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
Q1 		$298K Buy
+1,856
New +$313K 0.04% 374

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

Claro Advisors's IWL Position: Q1 2026 in Review

Claro Advisors opened a new position in iShares Russell Top 200 ETF (IWL) in Q1 2026: 1,856 shares worth $298K. The stake represents 0.04% of the portfolio and ranks #374 among its holdings.

225 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

  • Claro Advisors held 1,856 shares of iShares Russell Top 200 ETF worth $298K as of Q1 2026.
  • iShares Russell Top 200 ETF was a new Claro Advisors position in Q1 2026.
  • iShares Russell Top 200 ETF made up 0.04% of Claro Advisors's portfolio in Q1 2026, its #374 holding.
  • 225 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

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