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 Q2	$2.85M	Sell	9,479 -367	-4%	-$103K	0.3%	61
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Claro Advisors's IWM Position: Q2 2026 in Review

Claro Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 3.7% in Q2 2026, selling an estimated $103K and leaving 9,479 shares worth $2.85M. The position accounts for 0.3% of the portfolio, ranked #61.

Claro Advisors first reported a position in IWM in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.2M in Q1 2022. 2,732 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Claro Advisors held 9,479 shares of iShares Russell 2000 ETF worth $2.85M as of Q2 2026.
Claro Advisors sold 367 iShares Russell 2000 ETF shares in Q2 2026, an estimated $103K.
iShares Russell 2000 ETF made up 0.3% of Claro Advisors's portfolio in Q2 2026, its #61 holding.
Claro Advisors first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 31 quarters since.
Claro Advisors's iShares Russell 2000 ETF position peaked at $4.2M in Q1 2022.
2,732 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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