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 Q3	$1.5M	Buy	13,698 +146	+1%	+$16.2K	0.15%	128
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

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $309M AUM 8.89% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.45B AUM 18.45% 1-Year Est. Return

Kingdom Financial Group Peoria, Arizona $399M AUM 14.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Claro Advisors's IWX Position: Q3 2026 in Review

Claro Advisors increased its iShares Russell Top 200 Value ETF (IWX) stake by 1.1% in Q3 2026, buying an estimated $16.2K and bringing the position to 13,698 shares worth $1.5M. The position accounts for 0.15% of the portfolio, ranked #128.

Claro Advisors first reported a position in IWX in Q1 2025 and has held it in 7 quarters since. 166 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

Claro Advisors held 13,698 shares of iShares Russell Top 200 Value ETF worth $1.5M as of Q3 2026.
Claro Advisors bought 146 iShares Russell Top 200 Value ETF shares in Q3 2026, an estimated $16.2K.
iShares Russell Top 200 Value ETF made up 0.15% of Claro Advisors's portfolio in Q3 2026, its #128 holding.
Claro Advisors first reported a position in iShares Russell Top 200 Value ETF in Q1 2025 and has held it in 7 quarters since.
166 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.