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 Q2	$1.43M	Buy	13,552 +1,199	+10%	+$121K	0.15%	121
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 $29.1B AUM

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Claro Advisors's IWX Position: Q2 2026 in Review

Claro Advisors increased its iShares Russell Top 200 Value ETF (IWX) stake by 9.7% in Q2 2026, buying an estimated $121K and bringing the position to 13,552 shares worth $1.43M. The position accounts for 0.15% of the portfolio, ranked #121.

Claro Advisors first reported a position in IWX in Q1 2025 and has held it in 6 quarters since. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Claro Advisors held 13,552 shares of iShares Russell Top 200 Value ETF worth $1.43M as of Q2 2026.
Claro Advisors bought 1,199 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $121K.
iShares Russell Top 200 Value ETF made up 0.15% of Claro Advisors's portfolio in Q2 2026, its #121 holding.
Claro Advisors first reported a position in iShares Russell Top 200 Value ETF in Q1 2025 and has held it in 6 quarters since.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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