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

Cetera Investment Advisers’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$263M Sell
1,229,673
-65,902
-5% -$14.4M 0.28% 61
2025
Q4 		$273M Sell
1,295,575
-16,345
-1% -$3.38M 0.3% 58
2025
Q3 		$267M Buy
1,311,920
+169,910
+15% +$33.8M 0.31% 54
2025
Q2 		$222M Sell
1,142,010
-39,832
-3% -$7.38M 0.37% 44
2025
Q1 		$222M Sell
1,181,842
-49,274
-4% -$9.38M 0.43% 35
2024
Q4 		$228M Buy
1,231,116
+127,497
+12% +$24.5M 0.48% 30
2024
Q3 		$209M Sell
1,103,619
-20,031
-2% -$3.65M 0.46% 29
2024
Q2 		$196M Sell
1,123,650
-99,367
-8% -$17.4M 0.45% 33
2024
Q1 		$219M Buy
1,223,017
+756,464
+162% +$128M 0.52% 27
2023
Q4 		$77.1M Sell
466,553
-8,010
-2% -$1.24M 0.63% 27
2023
Q3 		$72M Sell
474,563
-1,946
-0.4% -$309K 0.62% 29
2023
Q2 		$75.2M Buy
476,509
+1,252
+0.3% +$191K 0.63% 28
2023
Q1 		$72.4M Sell
475,257
-17,824
-4% -$2.75M 0.63% 28
2022
Q4 		$74.8M Buy
493,081
+328,172
+199% +$49.1M 0.69% 25
2022
Q3 		$22.4M Sell
164,909
-27,514
-14% -$4.13M 0.45% 34
2022
Q2 		$27.9M Sell
192,423
-15,342
-7% -$2.4M 0.44% 38
2022
Q1 		$34.5M Buy
207,765
+36,245
+21% +$5.95M 0.5% 29
2021
Q4 		$28.8M Sell
171,520
-856
-0.5% -$140K 0.41% 41
2021
Q3 		$27M Buy
172,376
+3,062
+2% +$491K 0.43% 40
2021
Q2 		$26.9M Buy
169,314
+12,729
+8% +$2.02M 0.43% 37
2021
Q1 		$23.7M Sell
156,585
-14,707
-9% -$2.13M 0.47% 38
2020
Q4 		$23.4M Buy
171,292
+92,078
+116% +$11.8M 0.46% 36
2020
Q3 		$9.36M Sell
79,214
-6,404
-7% -$759K 0.77% 22
2020
Q2 		$9.64M Sell
85,618
-2,318
-3% -$255K 0.89% 19
2020
Q1 		$7.48M Buy
87,936
+2,257
+3% +$281K 0.92% 17
2019
Q4 		$11.7M Sell
85,679
-3,653
-4% -$481K 1.17% 11
2019
Q3 		$11.4M Sell
89,332
-2,349
-3% -$299K 1.39% 10
2019
Q2 		$11.7M Sell
91,681
-2,889
-3% -$362K 1.5% 9
2019
Q1 		$11.7M Buy
94,570
+3,627
+4% +$436K 1.65% 9
2018
Q4 		$10.1M Buy
90,943
+2,355
+3% +$282K 1.65% 8
2018
Q3 		$11.2M Buy
88,588
+2,974
+3% +$374K 1.61% 8
2018
Q2 		$10.4M Sell
85,614
-1,160
-1% -$141K 1.82% 5
2018
Q1 		$10.4M Sell
86,774
-13,581
-14% -$1.69M 1.95% 4
2017
Q4 		$12.5M Buy
100,355
+50,960
+103% +$6.18M 2.29% 3
2017
Q3 		$5.85M Buy
49,395
+2,022
+4% +$236K 1.3% 9
2017
Q2 		$5.52M Buy
47,373
+2,107
+5% +$242K 1.35% 8
2017
Q1 		$5.2M Buy
45,266
+3,621
+9% +$415K 1.44% 7
2016
Q4 		$4.67M Buy
41,645
+8,876
+27% +$960K 1.56% 8
2016
Q3 		$3.46M Sell
32,769
-182
-0.6% -$19.2K 1.49% 8
2016
Q2 		$3.4M Buy
32,951
+1,631
+5% +$165K 1.33% 10
2016
Q1 		$3.1M Sell
31,320
-2,212
-7% -$207K 1.34% 13
2015
Q4 		$3.29M Buy
+33,532
New +$3.33M 1.51% 10

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cetera Investment Advisers reduced its iShares Russell 1000 Value ETF (IWD) stake by 5.1% in Q1 2026, selling an estimated $14.4M and leaving 1,229,673 shares worth $263M. The position accounts for 0.28% of the portfolio, ranked #61.

Cetera Investment Advisers first reported a position in IWD in Q4 2015 and has held it in 42 quarters since. The position peaked at $273M in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Cetera Investment Advisers held 1,229,673 shares of iShares Russell 1000 Value ETF worth $263M as of Q1 2026.
  • Cetera Investment Advisers sold 65,902 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $14.4M.
  • iShares Russell 1000 Value ETF made up 0.28% of Cetera Investment Advisers's portfolio in Q1 2026, its #61 holding.
  • Cetera Investment Advisers first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 42 quarters since.
  • Cetera Investment Advisers's iShares Russell 1000 Value ETF position peaked at $273M in Q4 2025.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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