CA
IWM icon

Claro Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Claro Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.44M Buy
9,846
+602
+7% +$155K 0.29% 65
2025
Q4 		$2.28M Sell
9,244
-356
-4% -$87.5K 0.31% 66
2025
Q3 		$2.32M Sell
9,600
-1,161
-11% -$266K 0.34% 62
2025
Q2 		$2.32M Buy
10,761
+10
+0.1% +$2.01K 0.38% 55
2025
Q1 		$2.14M Buy
10,751
+595
+6% +$129K 0.29% 64
2024
Q4 		$2.24M Buy
10,156
+919
+10% +$210K 0.3% 58
2024
Q3 		$2.04M Sell
9,237
-232
-2% -$49.6K 0.26% 72
2024
Q2 		$1.92M Sell
9,469
-4,751
-33% -$960K 0.3% 64
2024
Q1 		$2.99M Sell
14,220
-3,168
-18% -$632K 0.52% 38
2023
Q4 		$3.49M Buy
17,388
+894
+5% +$160K 0.76% 26
2023
Q3 		$2.92M Buy
16,494
+144
+0.9% +$27K 0.73% 30
2023
Q2 		$3.06M Buy
16,350
+125
+0.8% +$22.3K 0.76% 25
2023
Q1 		$2.89M Sell
16,225
-713
-4% -$131K 0.85% 18
2022
Q4 		$2.95M Sell
16,938
-119
-0.7% -$21.2K 0.97% 20
2022
Q3 		$2.89M Hold
17,057
– – 1.15% 15
2022
Q2 		$2.89M Sell
17,057
-1,822
-10% -$336K 1.15% 15
2022
Q1 		$4.2M Hold
18,879
– – 1.51% 10
2021
Q4 		$4.2M Buy
18,879
+1,361
+8% +$308K 1.51% 9
2021
Q3 		$3.83M Buy
17,518
+1,719
+11% +$381K 1.61% 9
2021
Q2 		$3.62M Buy
15,799
+553
+4% +$124K 1.63% 10
2021
Q1 		$3.37M Buy
15,246
+542
+4% +$118K 1.71% 10
2020
Q4 		$2.88M Buy
14,704
+1,024
+7% +$179K 1.53% 10
2020
Q3 		$2.05M Sell
13,680
-1,768
-11% -$266K 1.3% 13
2020
Q2 		$2.21M Buy
15,448
+7,471
+94% +$980K 1.52% 10
2020
Q1 		$913K Sell
7,977
-2,332
-23% -$348K 0.85% 26
2019
Q4 		$1.71M Buy
10,309
+919
+10% +$145K 1.31% 16
2019
Q3 		$1.42M Buy
9,390
+2,822
+43% +$431K 1.26% 18
2019
Q2 		$1.02M Buy
6,568
+3,659
+126% +$564K 0.94% 32
2019
Q1 		$445K Buy
2,909
+786
+37% +$118K 0.44% 70
2018
Q4 		$358K Buy
+2,123
New +$317K 0.29% 82

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Claro Advisors's IWM Position: Q1 2026 in Review

Claro Advisors increased its iShares Russell 2000 ETF (IWM) stake by 6.5% in Q1 2026, buying an estimated $155K and bringing the position to 9,846 shares worth $2.44M. The position accounts for 0.29% of the portfolio, ranked #65.

Claro Advisors first reported a position in IWM in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.2M in Q1 2022. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Claro Advisors held 9,846 shares of iShares Russell 2000 ETF worth $2.44M as of Q1 2026.
  • Claro Advisors bought 602 iShares Russell 2000 ETF shares in Q1 2026, an estimated $155K.
  • iShares Russell 2000 ETF made up 0.29% of Claro Advisors's portfolio in Q1 2026, its #65 holding.
  • Claro Advisors first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 30 quarters since.
  • Claro Advisors's iShares Russell 2000 ETF position peaked at $4.2M in Q1 2022.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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