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

Cetera Advisor Networks’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$84.1M Buy
469,507
+4,669
+1% +$790K 0.42% 40
2023
Q4 		$76.8M Buy
464,838
+28,152
+6% +$4.35M 0.43% 38
2023
Q3 		$66.3M Sell
436,686
-109,488
-20% -$17.4M 0.42% 44
2023
Q2 		$85.2M Buy
546,174
+90,804
+20% +$13.9M 0.59% 22
2023
Q1 		$69.3M Sell
455,370
-3,974
-0.9% -$614K 0.51% 29
2022
Q4 		$69.7M Buy
459,344
+97,244
+27% +$14.6M 0.56% 23
2022
Q3 		$49.2M Buy
362,100
+19,505
+6% +$2.93M 0.61% 19
2022
Q2 		$49.7M Sell
342,595
-18,753
-5% -$2.93M 0.64% 16
2022
Q1 		$60M Buy
361,348
+17,978
+5% +$2.95M 0.73% 14
2021
Q4 		$57.7M Sell
343,370
-719
-0.2% -$118K 0.71% 14
2021
Q3 		$53.9M Sell
344,089
-2,314
-0.7% -$371K 0.73% 13
2021
Q2 		$54.9M Buy
346,403
+172,357
+99% +$27.3M 0.78% 13
2021
Q1 		$26.4M Buy
174,046
+24,334
+16% +$3.52M 0.56% 27
2020
Q4 		$20.5M Buy
149,712
+4,621
+3% +$593K 0.47% 39
2020
Q3 		$17.1M Buy
145,091
+1,015
+0.7% +$120K 0.45% 44
2020
Q2 		$16.2M Sell
144,076
-156,155
-52% -$17.2M 0.43% 46
2020
Q1 		$29M Sell
300,231
-263,294
-47% -$32.8M 0.96% 17
2019
Q4 		$76.8M Buy
563,525
+264,266
+88% +$34.8M 2.06% 3
2019
Q3 		$38.4M Buy
299,259
+9,065
+3% +$1.15M 1.16% 13
2019
Q2 		$36.9M Sell
290,194
-2,927
-1% -$366K 1.14% 13
2019
Q1 		$36.1M Sell
293,121
-218,736
-43% -$26.3M 1.17% 14
2018
Q4 		$56.8M Buy
511,857
+254,136
+99% +$30.5M 2.2% 3
2018
Q3 		$32.6M Buy
257,721
+62,185
+32% +$7.81M 1.14% 18
2018
Q2 		$23.7M Sell
195,536
-148,566
-43% -$18.1M 1.19% 18
2018
Q1 		$41.3M Sell
344,102
-5,865
-2% -$731K 1.82% 10
2017
Q4 		$43.5M Sell
349,967
-7,155
-2% -$867K 1.83% 8
2017
Q3 		$42.3M Sell
357,122
-4,756
-1% -$554K 1.93% 7
2017
Q2 		$42.1M Sell
361,878
-3,734
-1% -$430K 1.99% 6
2017
Q1 		$42M Buy
365,612
+17,690
+5% +$2.03M 2% 5
2016
Q4 		$39M Sell
347,922
-59,653
-15% -$6.45M 2.02% 6
2016
Q3 		$43M Buy
407,575
+106,785
+36% +$11.3M 1.64% 7
2016
Q2 		$31.1M Sell
300,790
-3,042
-1% -$307K 1.81% 6
2016
Q1 		$30M Buy
303,832
+189
+0.1% +$17.7K 1.87% 6
2015
Q4 		$29.7M Buy
303,643
+30,420
+11% +$3.02M 1.9% 6
2015
Q3 		$25.5M Buy
273,223
+24,857
+10% +$2.47M 1.74% 7
2015
Q2 		$25.6M Hold
248,366
– – 1.64% 7
2015
Q1 		$25.6M Buy
248,366
+14,560
+6% +$1.51M 1.64% 7
2014
Q4 		$24.4M Buy
233,806
+8,394
+4% +$856K 1.73% 6
2014
Q3 		$22.6M Buy
225,412
+8,369
+4% +$848K 1.54% 9
2014
Q2 		$22M Buy
217,043
+92,406
+74% +$9.06M 1.44% 9
2014
Q1 		$12M Buy
124,637
+38,329
+44% +$3.59M 0.86% 19
2013
Q4 		$8.13M Sell
86,308
-15,952
-16% -$1.45M 0.62% 27
2013
Q3 		$8.81M Buy
102,260
+44,448
+77% +$3.86M 0.76% 25
2013
Q2 		$4.84M Buy
+57,812
New +$4.82M 0.48% 43

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Cetera Advisor Networks increased its iShares Russell 1000 Value ETF (IWD) stake by 1% in Q1 2024, buying an estimated $790K and bringing the position to 469,507 shares worth $84.1M. The position accounts for 0.42% of the portfolio, ranked #40.

Cetera Advisor Networks first reported a position in IWD in Q2 2013 and has held it in 44 quarters since. The position peaked at $85.2M in Q2 2023. 1,540 funds tracked by Wall St. Rank hold IWD as of Q1 2024.

  • Cetera Advisor Networks held 469,507 shares of iShares Russell 1000 Value ETF worth $84.1M as of Q1 2024.
  • Cetera Advisor Networks bought 4,669 iShares Russell 1000 Value ETF shares in Q1 2024, an estimated $790K.
  • iShares Russell 1000 Value ETF made up 0.42% of Cetera Advisor Networks's portfolio in Q1 2024, its #40 holding.
  • Cetera Advisor Networks first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 44 quarters since.
  • Cetera Advisor Networks's iShares Russell 1000 Value ETF position peaked at $85.2M in Q2 2023.
  • 1,540 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2024.

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