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

Cetera Advisors’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 		$15.9M Buy
58,888
+6,548
+13% +$1.67M 0.13% 155
2023
Q4 		$13.2M Buy
52,340
+1,227
+2% +$277K 0.18% 118
2023
Q3 		$11.5M Buy
51,113
+59
+0.1% +$14.1K 0.18% 122
2023
Q2 		$12.4M Sell
51,054
-682
-1% -$156K 0.2% 112
2023
Q1 		$11.7M Sell
51,736
-821
-2% -$188K 0.2% 114
2022
Q4 		$11.3M Sell
52,557
-857
-2% -$188K 0.2% 110
2022
Q3 		$11M Buy
53,414
+3,508
+7% +$790K 0.29% 77
2022
Q2 		$10.3M Sell
49,906
-1,485
-3% -$331K 0.23% 99
2022
Q1 		$13.1M Buy
51,391
+3,618
+8% +$926K 0.26% 81
2021
Q4 		$14M Sell
47,773
-3,793
-7% -$1.14M 0.28% 70
2021
Q3 		$15.1M Buy
51,566
+5,444
+12% +$1.64M 0.29% 67
2021
Q2 		$14.4M Buy
46,122
+179
+0.4% +$53.9K 0.34% 61
2021
Q1 		$13.8M Buy
45,943
+3,682
+9% +$1.14M 0.38% 51
2020
Q4 		$12.1M Buy
42,261
+6,144
+17% +$1.57M 0.39% 55
2020
Q3 		$8M Sell
36,117
-1,025
-3% -$224K 0.3% 69
2020
Q2 		$7.68M Sell
37,142
-1,239
-3% -$232K 0.33% 57
2020
Q1 		$6.07M Sell
38,381
-11,518
-23% -$2.29M 0.33% 61
2019
Q4 		$10.7M Sell
49,899
-874
-2% -$177K 0.46% 34
2019
Q3 		$9.8M Sell
50,773
-1,132
-2% -$224K 0.43% 41
2019
Q2 		$10.4M Sell
51,905
-1,544
-3% -$305K 0.46% 40
2019
Q1 		$10.5M Sell
53,449
-2,056
-4% -$391K 0.52% 35
2018
Q4 		$9.34M Buy
55,505
+1,366
+3% +$255K 0.55% 34
2018
Q3 		$11.7M Buy
54,139
+11,890
+28% +$2.53M 0.57% 29
2018
Q2 		$8.62M Sell
42,249
-1,073
-2% -$215K 0.5% 33
2018
Q1 		$8.26M Sell
43,322
-16,814
-28% -$3.23M 0.5% 36
2017
Q4 		$11.2M Buy
60,136
+9,104
+18% +$1.66M 0.69% 23
2017
Q3 		$9.14M Buy
51,032
+381
+0.8% +$64.7K 0.55% 30
2017
Q2 		$8.57M Buy
50,651
+167
+0.3% +$27.5K 0.54% 31
2017
Q1 		$8.15M Sell
50,484
-1,728
-3% -$274K 0.54% 30
2016
Q4 		$8.03M Sell
52,212
-18,374
-26% -$2.74M 0.6% 32
2016
Q3 		$10.5M Sell
70,586
-5,561
-7% -$810K 0.81% 20
2016
Q2 		$10.4M Sell
76,147
-3,351
-4% -$452K 0.81% 20
2016
Q1 		$10.6M Sell
79,498
-14,987
-16% -$1.87M 0.88% 17
2015
Q4 		$13.2M Sell
94,485
-650
-0.7% -$92.2K 1.11% 13
2015
Q3 		$12.7M Buy
95,135
+5,132
+6% +$760K 1.21% 12
2015
Q2 		$13.9M Buy
90,003
+14,968
+20% +$2.29M 1.18% 11
2015
Q1 		$11.4M Buy
75,035
+8,531
+13% +$1.24M 1.05% 13
2014
Q4 		$9.46M Sell
66,504
-3,613
-5% -$489K 0.92% 16
2014
Q3 		$9.09M Sell
70,117
-3,331
-5% -$446K 0.69% 18
2014
Q2 		$10.2M Sell
73,448
-2,543
-3% -$334K 1.14% 14
2014
Q1 		$10.3M Buy
75,991
+3,457
+5% +$473K 1.42% 10
2013
Q4 		$9.84M Buy
72,534
+8,840
+14% +$1.15M 1.45% 11
2013
Q3 		$8.03M Buy
63,694
+5,170
+9% +$623K 1.43% 11
2013
Q2 		$6.52M Buy
+58,524
New +$6.39M 1.36% 12

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 $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cetera Advisors's IWO Position: Q1 2024 in Review

Cetera Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 13% in Q1 2024, buying an estimated $1.67M and bringing the position to 58,888 shares worth $15.9M. The position accounts for 0.13% of the portfolio, ranked #155.

Cetera Advisors 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 Advisors held 58,888 shares of iShares Russell 2000 Growth ETF worth $15.9M as of Q1 2024.
  • Cetera Advisors bought 6,548 iShares Russell 2000 Growth ETF shares in Q1 2024, an estimated $1.67M.
  • iShares Russell 2000 Growth ETF made up 0.13% of Cetera Advisors's portfolio in Q1 2024, its #155 holding.
  • Cetera Advisors 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 Advisors's 13F filing for Q1 2024, filed 15 May 2024.