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Cetera Advisor Networks’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Cetera Advisor Networks’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$51.8M Buy
616,541
+12,590
+2% +$998K 0.26% 79
2023
Q4 		$46.9M Buy
603,951
+12,448
+2% +$884K 0.26% 81
2023
Q3 		$41M Buy
591,503
+41,453
+8% +$3.02M 0.26% 81
2023
Q2 		$39.8M Sell
550,050
-3,272
-0.6% -$228K 0.28% 75
2023
Q1 		$38.7M Buy
553,322
+22,991
+4% +$1.62M 0.29% 73
2022
Q4 		$35.8M Buy
530,331
+44,256
+9% +$2.98M 0.29% 69
2022
Q3 		$30.2M Buy
486,075
+24,546
+5% +$1.69M 0.38% 47
2022
Q2 		$29.8M Buy
461,529
+71,970
+18% +$5.12M 0.38% 43
2022
Q1 		$30.4M Buy
389,559
+10,631
+3% +$818K 0.37% 48
2021
Q4 		$31.5M Sell
378,928
-7,490
-2% -$615K 0.39% 46
2021
Q3 		$30.2M Buy
386,418
+23,200
+6% +$1.86M 0.41% 41
2021
Q2 		$28.8M Buy
363,218
+66,612
+22% +$5.17M 0.41% 43
2021
Q1 		$21.9M Sell
296,606
-1,895
-0.6% -$137K 0.47% 39
2020
Q4 		$20.5M Buy
298,501
+10,069
+3% +$641K 0.47% 40
2020
Q3 		$16.6M Sell
288,432
-2,112
-0.7% -$120K 0.43% 48
2020
Q2 		$15.6M Sell
290,544
-20,323
-7% -$1.02M 0.41% 49
2020
Q1 		$13.2M Sell
310,867
-8,496
-3% -$468K 0.44% 51
2019
Q4 		$19M Buy
319,363
+4,828
+2% +$277K 0.51% 42
2019
Q3 		$17.6M Sell
314,535
-3,373
-1% -$189K 0.53% 44
2019
Q2 		$17.8M Sell
317,908
-111,303
-26% -$6.11M 0.55% 44
2019
Q1 		$23.1M Buy
429,211
+2,417
+0.6% +$125K 0.75% 30
2018
Q4 		$19.8M Buy
426,794
+6
+0% +$303 0.77% 27
2018
Q3 		$23.5M Buy
426,788
+41,608
+11% +$2.28M 0.82% 25
2018
Q2 		$20.4M Sell
385,180
-2,292
-0.6% -$121K 1.02% 21
2018
Q1 		$20M Sell
387,472
-7,940
-2% -$418K 0.88% 21
2017
Q4 		$20.5M Sell
395,412
-5,876
-1% -$298K 0.86% 23
2017
Q3 		$19.8M Sell
401,288
-25,328
-6% -$1.22M 0.9% 21
2017
Q2 		$20.5M Sell
426,616
-71,744
-14% -$3.4M 0.97% 18
2017
Q1 		$23.3M Buy
498,360
+15,292
+3% +$709K 1.11% 15
2016
Q4 		$21.6M Sell
483,068
-103,888
-18% -$4.54M 1.12% 15
2016
Q3 		$25.6M Buy
586,956
+124,248
+27% +$5.39M 0.98% 18
2016
Q2 		$19.5M Buy
462,708
+12,916
+3% +$533K 1.13% 14
2016
Q1 		$18.3M Buy
449,792
+33,988
+8% +$1.29M 1.14% 15
2015
Q4 		$16.6M Buy
415,804
+47,088
+13% +$1.92M 1.06% 15
2015
Q3 		$14.3M Buy
368,716
+102,120
+38% +$4.23M 0.98% 18
2015
Q2 		$11.5M Hold
266,596
– – 0.74% 26
2015
Q1 		$11.5M Buy
266,596
+13,576
+5% +$577K 0.74% 26
2014
Q4 		$10.6M Buy
253,020
+428
+0.2% +$17.4K 0.75% 27
2014
Q3 		$10M Buy
252,592
+2,944
+1% +$119K 0.68% 27
2014
Q2 		$10.1M Buy
249,648
+6,068
+2% +$237K 0.67% 24
2014
Q1 		$9.42M Buy
243,580
+9,368
+4% +$355K 0.68% 26
2013
Q4 		$8.76M Buy
234,212
+16,540
+8% +$598K 0.67% 26
2013
Q3 		$7.57M Buy
217,672
+16,700
+8% +$571K 0.65% 30
2013
Q2 		$6.53M Buy
+200,972
New +$6.51M 0.65% 29

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Cetera Advisor Networks increased its iShares Russell Mid-Cap ETF (IWR) stake by 2.1% in Q1 2024, buying an estimated $998K and bringing the position to 616,541 shares worth $51.8M. The position accounts for 0.26% of the portfolio, ranked #79.

Cetera Advisor Networks first reported a position in IWR in Q2 2013 and has held it in 44 quarters since. 1,253 funds tracked by Wall St. Rank hold IWR as of Q1 2024.

  • Cetera Advisor Networks held 616,541 shares of iShares Russell Mid-Cap ETF worth $51.8M as of Q1 2024.
  • Cetera Advisor Networks bought 12,590 iShares Russell Mid-Cap ETF shares in Q1 2024, an estimated $998K.
  • iShares Russell Mid-Cap ETF made up 0.26% of Cetera Advisor Networks's portfolio in Q1 2024, its #79 holding.
  • Cetera Advisor Networks first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 44 quarters since.
  • 1,253 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2024.

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