Cetera Investment Advisers’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.2M | Sell |
268,706
-9,634
| -3% | -$3.27M | 0.15% | 128 |
|
|
2025
Q1 | $85.4M | Buy |
278,340
+1,135
| +0.4% | +$348K | 0.17% | 122 |
|
|
2024
Q4 | $89.3M | Buy |
277,205
+15,227
| +6% | +$4.91M | 0.19% | 109 |
|
|
2024
Q3 | $82.4M | Buy |
261,978
+2,203
| +0.8% | +$693K | 0.18% | 115 |
|
|
2024
Q2 | $77.3M | Sell |
259,775
-13,047
| -5% | -$3.88M | 0.18% | 110 |
|
|
2024
Q1 | $78.6M | Buy |
272,822
+181,531
| +199% | +$52.3M | 0.19% | 111 |
|
|
2023
Q4 | $23.9M | Sell |
91,291
-307
| -0.3% | -$80.5K | 0.19% | 96 |
|
|
2023
Q3 | $21.5M | Buy |
91,598
+11,034
| +14% | +$2.59M | 0.19% | 103 |
|
|
2023
Q2 | $19.6M | Buy |
80,564
+1,968
| +3% | +$480K | 0.17% | 121 |
|
|
2023
Q1 | $17.7M | Sell |
78,596
-10,799
| -12% | -$2.43M | 0.15% | 124 |
|
|
2022
Q4 | $18.8M | Buy |
89,395
+63,840
| +250% | +$13.4M | 0.17% | 112 |
|
|
2022
Q3 | $5.04M | Buy |
25,555
+3,153
| +14% | +$622K | 0.1% | 209 |
|
|
2022
Q2 | $4.65M | Buy |
22,402
+225
| +1% | +$46.7K | 0.07% | 271 |
|
|
2022
Q1 | $5.55M | Sell |
22,177
-882
| -4% | -$221K | 0.08% | 260 |
|
|
2021
Q4 | $6.1M | Sell |
23,059
-814
| -3% | -$215K | 0.09% | 241 |
|
|
2021
Q3 | $5.77M | Sell |
23,873
-1,228
| -5% | -$297K | 0.09% | 241 |
|
|
2021
Q2 | $6.08M | Buy |
25,101
+421
| +2% | +$102K | 0.1% | 227 |
|
|
2021
Q1 | $5.52M | Buy |
24,680
+1,185
| +5% | +$265K | 0.11% | 203 |
|
|
2020
Q4 | $4.98M | Buy |
+23,495
| New | +$4.98M | 0.1% | 231 |
|
|
2020
Q3 | – | Sell |
-2,575
| Closed | -$442K | – | 654 |
|
|
2020
Q2 | $442K | Sell |
2,575
-2,289
| -47% | -$393K | 0.04% | 379 |
|
|
2020
Q1 | $689K | Buy |
4,864
+484
| +11% | +$68.6K | 0.08% | 245 |
|
|
2019
Q4 | $780K | Sell |
4,380
-130
| -3% | -$23.2K | 0.08% | 249 |
|
|
2019
Q3 | $742K | Sell |
4,510
-453
| -9% | -$74.5K | 0.09% | 233 |
|
|
2019
Q2 | $805K | Sell |
4,963
-718
| -13% | -$116K | 0.1% | 213 |
|
|
2019
Q1 | $894K | Buy |
5,681
+730
| +15% | +$115K | 0.13% | 184 |
|
|
2018
Q4 | $688K | Sell |
4,951
-261
| -5% | -$36.3K | 0.11% | 197 |
|
|
2018
Q3 | $840K | Buy |
5,212
+324
| +7% | +$52.2K | 0.12% | 186 |
|
|
2018
Q2 | $744K | Sell |
4,888
-2,047
| -30% | -$312K | 0.13% | 191 |
|
|
2018
Q1 | $1.02M | Buy |
6,935
+155
| +2% | +$22.8K | 0.19% | 139 |
|
|
2017
Q4 | $1.01M | Buy |
6,780
+335
| +5% | +$49.8K | 0.19% | 141 |
|
|
2017
Q3 | $902K | Buy |
6,445
+329
| +5% | +$46K | 0.2% | 139 |
|
|
2017
Q2 | $825K | Buy |
6,116
+1,314
| +27% | +$177K | 0.2% | 135 |
|
|
2017
Q1 | $631K | Buy |
4,802
+852
| +22% | +$112K | 0.17% | 156 |
|
|
2016
Q4 | $493K | Buy |
3,950
+1,109
| +39% | +$138K | 0.16% | 168 |
|
|
2016
Q3 | $343K | Buy |
+2,841
| New | +$343K | 0.15% | 179 |
|