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Cetera Advisor Networks’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cetera Advisor Networks’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$41M Sell
151,276
-5,793
-4% -$1.48M 0.2% 99
2023
Q4 		$39.6M Buy
157,069
+15,784
+11% +$3.56M 0.22% 94
2023
Q3 		$31.7M Buy
141,285
+103,924
+278% +$24.9M 0.2% 111
2023
Q2 		$9.06M Buy
37,361
+5,845
+19% +$1.34M 0.06% 314
2023
Q1 		$7.15M Buy
31,516
+3,542
+13% +$810K 0.05% 358
2022
Q4 		$6M Buy
27,974
+15,439
+123% +$3.38M 0.05% 395
2022
Q3 		$2.59M Sell
12,535
-565
-4% -$127K 0.03% 505
2022
Q2 		$2.7M Sell
13,100
-16,710
-56% -$3.73M 0.03% 489
2022
Q1 		$7.62M Buy
29,810
+5,813
+24% +$1.49M 0.09% 230
2021
Q4 		$7.03M Buy
23,997
+1,691
+8% +$510K 0.09% 250
2021
Q3 		$6.55M Buy
22,306
+531
+2% +$160K 0.09% 238
2021
Q2 		$6.79M Sell
21,775
-77,223
-78% -$23.2M 0.1% 226
2021
Q1 		$29.8M Sell
98,998
-9,712
-9% -$3.01M 0.63% 21
2020
Q4 		$31.2M Sell
108,710
-13,300
-11% -$3.39M 0.72% 20
2020
Q3 		$27M Sell
122,010
-10,255
-8% -$2.24M 0.7% 22
2020
Q2 		$27.4M Sell
132,265
-20,208
-13% -$3.78M 0.73% 19
2020
Q1 		$24.1M Buy
152,473
+145,269
+2,017% +$28.8M 0.8% 19
2019
Q4 		$1.54M Sell
7,204
-159,967
-96% -$32.5M 0.04% 362
2019
Q3 		$32.2M Sell
167,171
-855
-0.5% -$170K 0.97% 20
2019
Q2 		$33.7M Buy
168,026
+15,800
+10% +$3.12M 1.04% 18
2019
Q1 		$30M Buy
152,226
+143,380
+1,621% +$27.3M 0.97% 20
2018
Q4 		$1.49M Sell
8,846
-149,161
-94% -$27.8M 0.06% 286
2018
Q3 		$34M Buy
158,007
+14,111
+10% +$3.01M 1.18% 16
2018
Q2 		$29.4M Buy
143,896
+46,204
+47% +$9.24M 1.47% 12
2018
Q1 		$18.6M Buy
97,692
+52,929
+118% +$10.2M 0.82% 24
2017
Q4 		$8.36M Buy
44,763
+31,007
+225% +$5.66M 0.35% 64
2017
Q3 		$2.46M Buy
13,756
+406
+3% +$69K 0.11% 169
2017
Q2 		$2.25M Sell
13,350
-8,261
-38% -$1.36M 0.11% 178
2017
Q1 		$3.5M Buy
21,611
+6,303
+41% +$1M 0.17% 131
2016
Q4 		$2.35M Sell
15,308
-12,858
-46% -$1.92M 0.12% 167
2016
Q3 		$4.19M Buy
28,166
+12,257
+77% +$1.79M 0.16% 139
2016
Q2 		$2.19M Buy
15,909
+546
+4% +$73.7K 0.13% 170
2016
Q1 		$2.04M Sell
15,363
-789
-5% -$98.5K 0.13% 169
2015
Q4 		$2.26M Sell
16,152
-888
-5% -$126K 0.14% 157
2015
Q3 		$2.28M Sell
17,040
-79
-0.5% -$11.7K 0.16% 140
2015
Q2 		$2.6M Hold
17,119
– – 0.17% 134
2015
Q1 		$2.6M Buy
17,119
+492
+3% +$71.7K 0.17% 134
2014
Q4 		$2.37M Buy
16,627
+1,438
+9% +$195K 0.17% 137
2014
Q3 		$1.97M Sell
15,189
-604
-4% -$81K 0.13% 163
2014
Q2 		$2.19M Sell
15,793
-10,435
-40% -$1.37M 0.14% 160
2014
Q1 		$3.56M Buy
26,228
+8,047
+44% +$1.1M 0.26% 78
2013
Q4 		$2.46M Buy
18,181
+2,639
+17% +$342K 0.19% 121
2013
Q3 		$1.96M Buy
15,542
+12,890
+486% +$1.55M 0.17% 125
2013
Q2 		$296K Buy
+2,652
New +$290K 0.03% 446

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 IWO Position: Q1 2024 in Review

Cetera Advisor Networks reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.7% in Q1 2024, selling an estimated $1.48M and leaving 151,276 shares worth $41M. The position accounts for 0.2% of the portfolio, ranked #99.

Cetera Advisor Networks first reported a position in IWO in Q2 2013 and has held it in 44 quarters since. 933 funds tracked by Wall St. Rank hold IWO as of Q1 2024.

  • Cetera Advisor Networks held 151,276 shares of iShares Russell 2000 Growth ETF worth $41M as of Q1 2024.
  • Cetera Advisor Networks sold 5,793 iShares Russell 2000 Growth ETF shares in Q1 2024, an estimated $1.48M.
  • iShares Russell 2000 Growth ETF made up 0.2% of Cetera Advisor Networks's portfolio in Q1 2024, its #99 holding.
  • Cetera Advisor Networks first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 44 quarters since.
  • 933 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2024.

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