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

Claro Advisors’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.14M Buy
12,353
+2,408
+24% +$229K 0.14% 135
2025
Q4 		$914K Buy
9,945
+1,787
+22% +$160K 0.12% 141
2025
Q3 		$717K Sell
8,158
-230
-3% -$19.7K 0.1% 175
2025
Q2 		$706K Buy
8,388
+3,241
+63% +$261K 0.12% 161
2025
Q1 		$423K Buy
+5,147
New +$423K 0.06% 303

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Claro Advisors's IWX Position: Q1 2026 in Review

Claro Advisors increased its iShares Russell Top 200 Value ETF (IWX) stake by 24% in Q1 2026, buying an estimated $229K and bringing the position to 12,353 shares worth $1.14M. The position accounts for 0.14% of the portfolio, ranked #135.

Claro Advisors first reported a position in IWX in Q1 2025 and has held it in 5 quarters since. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

  • Claro Advisors held 12,353 shares of iShares Russell Top 200 Value ETF worth $1.14M as of Q1 2026.
  • Claro Advisors bought 2,408 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $229K.
  • iShares Russell Top 200 Value ETF made up 0.14% of Claro Advisors's portfolio in Q1 2026, its #135 holding.
  • Claro Advisors first reported a position in iShares Russell Top 200 Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

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