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Cetera Advisor Networks’s iShares Russell 3000 ETF IWV Stock Holding History

Cetera Advisor Networks’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$11M Buy
36,607
+1,217
+3% +$347K 0.05% 355
2023
Q4 		$9.69M Buy
35,390
+248
+0.7% +$63.2K 0.05% 358
2023
Q3 		$8.61M Sell
35,142
-2,191
-6% -$560K 0.05% 351
2023
Q2 		$9.5M Sell
37,333
-642
-2% -$154K 0.07% 308
2023
Q1 		$8.94M Sell
37,975
-553
-1% -$128K 0.07% 309
2022
Q4 		$8.5M Sell
38,528
-370
-1% -$82.2K 0.07% 306
2022
Q3 		$8.05M Buy
38,898
+1,235
+3% +$284K 0.1% 231
2022
Q2 		$8.19M Buy
37,663
+185
+0.5% +$43.8K 0.11% 220
2022
Q1 		$9.83M Buy
37,478
+170
+0.5% +$44K 0.12% 183
2021
Q4 		$10.4M Buy
37,308
+4,903
+15% +$1.33M 0.13% 174
2021
Q3 		$8.26M Sell
32,405
-1,020
-3% -$267K 0.11% 193
2021
Q2 		$8.55M Buy
33,425
+453
+1% +$113K 0.12% 175
2021
Q1 		$7.82M Sell
32,972
-2,952
-8% -$686K 0.17% 144
2020
Q4 		$8.03M Sell
35,924
-20
-0.1% -$4.2K 0.19% 124
2020
Q3 		$7.04M Sell
35,944
-1,250
-3% -$242K 0.18% 135
2020
Q2 		$6.7M Sell
37,194
-1,306
-3% -$221K 0.18% 128
2020
Q1 		$5.71M Sell
38,500
-1,399
-4% -$249K 0.19% 118
2019
Q4 		$7.52M Buy
39,899
+426
+1% +$76.8K 0.2% 102
2019
Q3 		$6.87M Sell
39,473
-424
-1% -$73.5K 0.21% 99
2019
Q2 		$6.87M Sell
39,897
-1,331
-3% -$226K 0.21% 95
2019
Q1 		$6.88M Sell
41,228
-1,343
-3% -$216K 0.22% 97
2018
Q4 		$6.25M Buy
42,571
+2,759
+7% +$438K 0.24% 90
2018
Q3 		$6.86M Sell
39,812
-1,097
-3% -$186K 0.24% 87
2018
Q2 		$6.64M Sell
40,909
-1,528
-4% -$246K 0.33% 62
2018
Q1 		$6.64M Sell
42,437
-578
-1% -$93.4K 0.29% 73
2017
Q4 		$6.8M Sell
43,015
-412
-0.9% -$63.5K 0.29% 78
2017
Q3 		$6.48M Sell
43,427
-2,280
-5% -$333K 0.29% 79
2017
Q2 		$6.58M Buy
45,707
+216
+0.5% +$30.7K 0.31% 72
2017
Q1 		$6.37M Buy
45,491
+509
+1% +$70.3K 0.3% 76
2016
Q4 		$5.98M Sell
44,982
-22,050
-33% -$2.86M 0.31% 72
2016
Q3 		$8.59M Buy
67,032
+21,965
+49% +$2.81M 0.33% 64
2016
Q2 		$5.59M Sell
45,067
-1,019
-2% -$125K 0.32% 72
2016
Q1 		$5.58M Buy
46,086
+3
+0% +$343 0.35% 63
2015
Q4 		$5.54M Sell
46,083
-1,484
-3% -$180K 0.35% 61
2015
Q3 		$5.41M Sell
47,567
-2,983
-6% -$361K 0.37% 54
2015
Q2 		$6.26M Hold
50,550
– – 0.4% 51
2015
Q1 		$6.26M Sell
50,550
-345
-0.7% -$42.5K 0.4% 50
2014
Q4 		$6.22M Sell
50,895
-2,395
-4% -$286K 0.44% 46
2014
Q3 		$6.22M Sell
53,290
-6,393
-11% -$753K 0.42% 55
2014
Q2 		$7.03M Sell
59,683
-4,071
-6% -$463K 0.46% 44
2014
Q1 		$7.16M Sell
63,754
-15,748
-20% -$1.74M 0.51% 41
2013
Q4 		$8.79M Sell
79,502
-97,677
-55% -$10.4M 0.67% 25
2013
Q3 		$17.9M Buy
177,179
+122,787
+226% +$12.3M 1.55% 9
2013
Q2 		$5.24M Buy
+54,392
New +$5.21M 0.52% 38

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Cetera Advisor Networks increased its iShares Russell 3000 ETF (IWV) stake by 3.4% in Q1 2024, buying an estimated $347K and bringing the position to 36,607 shares worth $11M. The position accounts for 0.05% of the portfolio, ranked #355.

Cetera Advisor Networks first reported a position in IWV in Q2 2013 and has held it in 44 quarters since. The position peaked at $17.9M in Q3 2013. 758 funds tracked by Wall St. Rank hold IWV as of Q1 2024.

  • Cetera Advisor Networks held 36,607 shares of iShares Russell 3000 ETF worth $11M as of Q1 2024.
  • Cetera Advisor Networks bought 1,217 iShares Russell 3000 ETF shares in Q1 2024, an estimated $347K.
  • iShares Russell 3000 ETF made up 0.05% of Cetera Advisor Networks's portfolio in Q1 2024, its #355 holding.
  • Cetera Advisor Networks first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 44 quarters since.
  • Cetera Advisor Networks's iShares Russell 3000 ETF position peaked at $17.9M in Q3 2013.
  • 758 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2024.

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