Claro Advisors »

Ishares Tr rus200 val idx shares owned by Claro Advisors

Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Claro Advisors from 13F filings

Historical chart of Claro Advisors investment in Ishares Tr rus200 val idx

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 val idx held by Claro Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr rus200 val idx by Claro Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $717k 8.2k 87.88
2025-06-30 $706k 8.4k 84.19
2025-03-31 $423k 5.1k 82.18

More positions owned by Claro Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Meta Platforms Cl A (META)

View all positions for Claro Advisors

Top funds holding Ishares Tr rus200 val idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
AE Wealth Management
Lido Advisors
Bp Wealth Management
Bryn Mawr Trust
First Citizens Asset Management
First Citizens Investor Services
Richard P Slaughter Associates
Ameriprise Financial
UBS Group
JSF Financial
Jpmorgan Chase & Co
Sterling Capital Management

View all funds holding Ishares Tr rus200 val idx