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Cetera Advisor Networks’s iShares Russell 1000 ETF IWB Stock Holding History

Cetera Advisor Networks’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$36.9M Buy
128,192
+3,480
+3% +$954K 0.18% 114
2023
Q4 		$32.7M Sell
124,712
-14,942
-11% -$3.66M 0.18% 111
2023
Q3 		$32.8M Buy
139,654
+23,780
+21% +$5.82M 0.21% 105
2023
Q2 		$28.2M Sell
115,874
-2,636
-2% -$607K 0.2% 109
2023
Q1 		$26.7M Buy
118,510
+3,402
+3% +$749K 0.2% 112
2022
Q4 		$24.2M Buy
115,108
+22,779
+25% +$4.82M 0.2% 111
2022
Q3 		$18.2M Buy
92,329
+19,400
+27% +$4.25M 0.23% 103
2022
Q2 		$15.2M Buy
72,929
+7,222
+11% +$1.63M 0.19% 117
2022
Q1 		$16.4M Sell
65,707
-420
-0.6% -$104K 0.2% 104
2021
Q4 		$17.5M Sell
66,127
-2,291
-3% -$590K 0.21% 99
2021
Q3 		$16.5M Buy
68,418
+2,318
+4% +$576K 0.22% 94
2021
Q2 		$16M Buy
66,100
+6,987
+12% +$1.65M 0.23% 98
2021
Q1 		$13.2M Sell
59,113
-49
-0.1% -$10.7K 0.28% 88
2020
Q4 		$12.5M Buy
59,162
+5,539
+10% +$1.11M 0.29% 75
2020
Q3 		$10M Buy
53,623
+291
+0.5% +$53.7K 0.26% 88
2020
Q2 		$9.16M Sell
53,332
-1
-0% -$162 0.24% 91
2020
Q1 		$7.55M Sell
53,333
-259
-0.5% -$43.8K 0.25% 91
2019
Q4 		$9.57M Sell
53,592
-362
-0.7% -$61.8K 0.26% 81
2019
Q3 		$8.89M Buy
53,954
+1,294
+2% +$212K 0.27% 76
2019
Q2 		$8.57M Buy
52,660
+4,008
+8% +$642K 0.26% 82
2019
Q1 		$7.65M Buy
48,652
+455
+0.9% +$68.8K 0.25% 89
2018
Q4 		$6.68M Buy
48,197
+1,311
+3% +$196K 0.26% 80
2018
Q3 		$7.58M Buy
46,886
+13,676
+41% +$2.17M 0.26% 77
2018
Q2 		$5.05M Buy
33,210
+478
+1% +$72K 0.25% 79
2018
Q1 		$4.81M Buy
32,732
+210
+0.6% +$31.9K 0.21% 107
2017
Q4 		$4.83M Buy
32,522
+332
+1% +$48.1K 0.2% 114
2017
Q3 		$4.5M Sell
32,190
-2,259
-7% -$310K 0.2% 110
2017
Q2 		$4.67M Buy
34,449
+381
+1% +$50.9K 0.22% 101
2017
Q1 		$4.47M Buy
34,068
+1,534
+5% +$199K 0.21% 105
2016
Q4 		$4.04M Sell
32,534
-1,412
-4% -$172K 0.21% 104
2016
Q3 		$4.09M Buy
33,946
+3,029
+10% +$364K 0.16% 141
2016
Q2 		$3.62M Sell
30,917
-2,648
-8% -$305K 0.21% 110
2016
Q1 		$3.82M Buy
33,565
+124
+0.4% +$13.4K 0.24% 97
2015
Q4 		$3.79M Buy
33,441
+3,026
+10% +$346K 0.24% 96
2015
Q3 		$3.25M Buy
30,415
+1,196
+4% +$136K 0.22% 98
2015
Q2 		$3.39M Hold
29,219
– – 0.22% 102
2015
Q1 		$3.39M Buy
29,219
+1,177
+4% +$136K 0.22% 101
2014
Q4 		$3.21M Buy
28,042
+1,479
+6% +$166K 0.23% 99
2014
Q3 		$2.92M Sell
26,563
-1,660
-6% -$183K 0.2% 110
2014
Q2 		$3.11M Buy
28,223
+4,373
+18% +$465K 0.2% 107
2014
Q1 		$2.5M Buy
23,850
+2,638
+12% +$271K 0.18% 131
2013
Q4 		$2.19M Buy
21,212
+3,806
+22% +$377K 0.17% 135
2013
Q3 		$1.64M Sell
17,406
-297
-2% -$27.8K 0.14% 151
2013
Q2 		$1.59M Buy
+17,703
New +$1.59M 0.16% 132

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cetera Advisor Networks's IWB Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares Russell 1000 ETF (IWB) stake by 2.8% in Q1 2024, buying an estimated $954K and bringing the position to 128,192 shares worth $36.9M. The position accounts for 0.18% of the portfolio, ranked #114.

Cetera Advisor Networks first reported a position in IWB in Q2 2013 and has held it in 44 quarters since. 1,223 funds tracked by Wall St. Rank hold IWB as of Q1 2024.

  • Cetera Advisor Networks held 128,192 shares of iShares Russell 1000 ETF worth $36.9M as of Q1 2024.
  • Cetera Advisor Networks bought 3,480 iShares Russell 1000 ETF shares in Q1 2024, an estimated $954K.
  • iShares Russell 1000 ETF made up 0.18% of Cetera Advisor Networks's portfolio in Q1 2024, its #114 holding.
  • Cetera Advisor Networks first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 44 quarters since.
  • 1,223 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.