Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Russell 1000 ETF IWB Stock Holding History

Cetera Investment Advisers’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$129M Buy
361,081
+8,550
+2% +$3.19M 0.14% 135
2025
Q4 		$132M Buy
352,531
+27,601
+8% +$10.2M 0.14% 123
2025
Q3 		$119M Buy
324,930
+56,224
+21% +$19.8M 0.14% 129
2025
Q2 		$91.2M Sell
268,706
-9,634
-3% -$3.02M 0.15% 128
2025
Q1 		$85.4M Buy
278,340
+1,135
+0.4% +$367K 0.17% 122
2024
Q4 		$89.3M Buy
277,205
+15,227
+6% +$4.93M 0.19% 109
2024
Q3 		$82.4M Buy
261,978
+2,203
+0.8% +$667K 0.18% 115
2024
Q2 		$77.3M Sell
259,775
-13,047
-5% -$3.75M 0.18% 110
2024
Q1 		$78.6M Buy
272,822
+181,531
+199% +$49.8M 0.19% 111
2023
Q4 		$23.9M Sell
91,291
-307
-0.3% -$75.2K 0.19% 96
2023
Q3 		$21.5M Buy
91,598
+11,034
+14% +$2.7M 0.19% 103
2023
Q2 		$19.6M Buy
80,564
+1,968
+3% +$453K 0.17% 121
2023
Q1 		$17.7M Sell
78,596
-10,799
-12% -$2.38M 0.15% 124
2022
Q4 		$18.8M Buy
89,395
+63,840
+250% +$13.5M 0.17% 112
2022
Q3 		$5.04M Buy
25,555
+3,153
+14% +$691K 0.1% 209
2022
Q2 		$4.65M Buy
22,402
+225
+1% +$50.9K 0.07% 271
2022
Q1 		$5.55M Sell
22,177
-882
-4% -$218K 0.08% 260
2021
Q4 		$6.1M Sell
23,059
-814
-3% -$210K 0.09% 241
2021
Q3 		$5.77M Sell
23,873
-1,228
-5% -$305K 0.09% 241
2021
Q2 		$6.08M Buy
25,101
+421
+2% +$99.2K 0.1% 227
2021
Q1 		$5.52M Buy
24,680
+1,185
+5% +$259K 0.11% 203
2020
Q4 		$4.98M Buy
+23,495
New +$4.69M 0.1% 231
2020
Q3 		– Sell
-2,575
Closed -$442K – 656
2020
Q2 		$442K Sell
2,575
-2,289
-47% -$370K 0.04% 379
2020
Q1 		$689K Buy
4,864
+484
+11% +$81.8K 0.08% 245
2019
Q4 		$780K Sell
4,380
-130
-3% -$22.2K 0.08% 249
2019
Q3 		$742K Sell
4,510
-453
-9% -$74.3K 0.09% 233
2019
Q2 		$805K Sell
4,963
-718
-13% -$115K 0.1% 213
2019
Q1 		$894K Buy
5,681
+730
+15% +$110K 0.13% 184
2018
Q4 		$688K Sell
4,951
-261
-5% -$39K 0.11% 197
2018
Q3 		$840K Buy
5,212
+324
+7% +$51.4K 0.12% 186
2018
Q2 		$744K Sell
4,888
-2,047
-30% -$308K 0.13% 191
2018
Q1 		$1.02M Buy
6,935
+155
+2% +$23.5K 0.19% 139
2017
Q4 		$1.01M Buy
6,780
+335
+5% +$48.5K 0.19% 141
2017
Q3 		$902K Buy
6,445
+329
+5% +$45.1K 0.2% 139
2017
Q2 		$825K Buy
6,116
+1,314
+27% +$175K 0.2% 135
2017
Q1 		$631K Buy
4,802
+852
+22% +$110K 0.17% 156
2016
Q4 		$493K Buy
3,950
+1,109
+39% +$135K 0.16% 168
2016
Q3 		$343K Buy
+2,841
New +$341K 0.15% 179

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers's IWB Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares Russell 1000 ETF (IWB) stake by 2.4% in Q1 2026, buying an estimated $3.19M and bringing the position to 361,081 shares worth $129M. The position accounts for 0.14% of the portfolio, ranked #135.

Cetera Investment Advisers first reported a position in IWB in Q3 2016 and has held it in 38 quarters since. The position peaked at $132M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Cetera Investment Advisers held 361,081 shares of iShares Russell 1000 ETF worth $129M as of Q1 2026.
  • Cetera Investment Advisers bought 8,550 iShares Russell 1000 ETF shares in Q1 2026, an estimated $3.19M.
  • iShares Russell 1000 ETF made up 0.14% of Cetera Investment Advisers's portfolio in Q1 2026, its #135 holding.
  • Cetera Investment Advisers first reported a position in iShares Russell 1000 ETF in Q3 2016 and has held it in 38 quarters since.
  • Cetera Investment Advisers's iShares Russell 1000 ETF position peaked at $132M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.