CAN
Cetera Advisor Networks’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $99.1M | Buy |
471,184
+24,705
| +6% | +$5.2M | 0.49% | 29 |
|
|
2023
Q4 | $89.6M | Buy |
446,479
+86,972
| +24% | +$17.5M | 0.5% | 27 |
|
|
2023
Q3 | $63.5M | Buy |
359,507
+176,727
| +97% | +$31.2M | 0.4% | 50 |
|
|
2023
Q2 | $34M | Buy |
182,780
+18,588
| +11% | +$3.46M | 0.24% | 88 |
|
|
2023
Q1 | $29.3M | Sell |
164,192
-2,574
| -2% | -$459K | 0.22% | 99 |
|
|
2022
Q4 | $29.1M | Buy |
166,766
+20,078
| +14% | +$3.5M | 0.24% | 87 |
|
|
2022
Q3 | $24.2M | Buy |
146,688
+8,274
| +6% | +$1.36M | 0.3% | 69 |
|
|
2022
Q2 | $23.4M | Buy |
138,414
+21,143
| +18% | +$3.58M | 0.3% | 68 |
|
|
2022
Q1 | $24.1M | Sell |
117,271
-5,188
| -4% | -$1.06M | 0.29% | 62 |
|
|
2021
Q4 | $27.2M | Buy |
122,459
+6,176
| +5% | +$1.37M | 0.33% | 56 |
|
|
2021
Q3 | $25.4M | Buy |
116,283
+822
| +0.7% | +$180K | 0.34% | 57 |
|
|
2021
Q2 | $26.5M | Buy |
115,461
+20,257
| +21% | +$4.65M | 0.37% | 49 |
|
|
2021
Q1 | $21M | Buy |
95,204
+705
| +0.7% | +$156K | 0.45% | 42 |
|
|
2020
Q4 | $18.5M | Buy |
94,499
+17,279
| +22% | +$3.39M | 0.43% | 46 |
|
|
2020
Q3 | $11.6M | Buy |
77,220
+1,069
| +1% | +$160K | 0.3% | 69 |
|
|
2020
Q2 | $10.9M | Sell |
76,151
-2,891
| -4% | -$414K | 0.29% | 71 |
|
|
2020
Q1 | $8.73M | Sell |
79,042
-16,384
| -17% | -$1.81M | 0.29% | 75 |
|
|
2019
Q4 | $15.8M | Buy |
95,426
+28,383
| +42% | +$4.7M | 0.42% | 49 |
|
|
2019
Q3 | $10.1M | Buy |
67,043
+642
| +1% | +$97.2K | 0.31% | 67 |
|
|
2019
Q2 | $10.3M | Buy |
66,401
+1,356
| +2% | +$211K | 0.32% | 69 |
|
|
2019
Q1 | $9.97M | Sell |
65,045
-4,070
| -6% | -$624K | 0.32% | 71 |
|
|
2018
Q4 | $9.26M | Buy |
69,115
+3,095
| +5% | +$414K | 0.36% | 57 |
|
|
2018
Q3 | $11.1M | Buy |
66,020
+10,368
| +19% | +$1.75M | 0.39% | 49 |
|
|
2018
Q2 | $9.1M | Sell |
55,652
-3,004
| -5% | -$491K | 0.46% | 44 |
|
|
2018
Q1 | $8.91M | Sell |
58,656
-16,536
| -22% | -$2.51M | 0.39% | 49 |
|
|
2017
Q4 | $11.5M | Sell |
75,192
-1,717
| -2% | -$262K | 0.48% | 43 |
|
|
2017
Q3 | $11.4M | Sell |
76,909
-10,266
| -12% | -$1.52M | 0.52% | 41 |
|
|
2017
Q2 | $12.3M | Sell |
87,175
-11,642
| -12% | -$1.64M | 0.58% | 38 |
|
|
2017
Q1 | $13.6M | Buy |
98,817
+14,426
| +17% | +$1.98M | 0.65% | 30 |
|
|
2016
Q4 | $11.4M | Sell |
84,391
-26,130
| -24% | -$3.52M | 0.59% | 35 |
|
|
2016
Q3 | $13.7M | Buy |
110,521
+38,746
| +54% | +$4.81M | 0.52% | 39 |
|
|
2016
Q2 | $8.25M | Sell |
71,775
-1,807
| -2% | -$208K | 0.48% | 40 |
|
|
2016
Q1 | $8.16M | Buy |
73,582
+2,771
| +4% | +$307K | 0.51% | 40 |
|
|
2015
Q4 | $7.98M | Buy |
70,811
+9,071
| +15% | +$1.02M | 0.51% | 33 |
|
|
2015
Q3 | $6.74M | Sell |
61,740
-3,883
| -6% | -$424K | 0.46% | 44 |
|
|
2015
Q2 | $8.16M | Hold |
65,623
| – | – | 0.52% | 38 |
|
|
2015
Q1 | $8.16M | Sell |
65,623
-523
| -0.8% | -$65K | 0.52% | 38 |
|
|
2014
Q4 | $7.92M | Buy |
66,146
+8,017
| +14% | +$960K | 0.56% | 37 |
|
|
2014
Q3 | $6.35M | Buy |
58,129
+203
| +0.4% | +$22.2K | 0.43% | 51 |
|
|
2014
Q2 | $6.89M | Sell |
57,926
-3,095
| -5% | -$368K | 0.45% | 48 |
|
|
2014
Q1 | $7.1M | Buy |
61,021
+4,386
| +8% | +$510K | 0.51% | 43 |
|
|
2013
Q4 | $6.54M | Sell |
56,635
-11,128
| -16% | -$1.28M | 0.5% | 43 |
|
|
2013
Q3 | $7.23M | Buy |
67,763
+23,814
| +54% | +$2.54M | 0.63% | 33 |
|
|
2013
Q2 | $4.26M | Buy |
+43,949
| New | +$4.26M | 0.42% | 51 |
|