Cetera Investment Advisers’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $153M | Buy |
710,230
+358
| +0.1% | +$77.3K | 0.26% | 76 |
|
|
2025
Q1 | $142M | Sell |
709,872
-28,799
| -4% | -$5.75M | 0.27% | 70 |
|
|
2024
Q4 | $163M | Buy |
738,671
+45,265
| +7% | +$10M | 0.34% | 55 |
|
|
2024
Q3 | $153M | Buy |
693,406
+17,203
| +3% | +$3.8M | 0.34% | 56 |
|
|
2024
Q2 | $137M | Sell |
676,203
-114,677
| -14% | -$23.3M | 0.32% | 57 |
|
|
2024
Q1 | $166M | Buy |
790,880
+612,255
| +343% | +$129M | 0.39% | 39 |
|
|
2023
Q4 | $35.9M | Buy |
178,625
+15,063
| +9% | +$3.02M | 0.29% | 65 |
|
|
2023
Q3 | $28.9M | Buy |
163,562
+66,829
| +69% | +$11.8M | 0.25% | 74 |
|
|
2023
Q2 | $18.1M | Buy |
96,733
+4,994
| +5% | +$935K | 0.15% | 125 |
|
|
2023
Q1 | $16.4M | Sell |
91,739
-232
| -0.3% | -$41.4K | 0.14% | 135 |
|
|
2022
Q4 | $16M | Buy |
91,971
+43,469
| +90% | +$7.58M | 0.15% | 133 |
|
|
2022
Q3 | $8M | Buy |
48,502
+1,981
| +4% | +$327K | 0.16% | 133 |
|
|
2022
Q2 | $7.88M | Sell |
46,521
-2,259
| -5% | -$383K | 0.13% | 168 |
|
|
2022
Q1 | $10M | Sell |
48,780
-32,619
| -40% | -$6.7M | 0.14% | 147 |
|
|
2021
Q4 | $18.1M | Sell |
81,399
-29,171
| -26% | -$6.49M | 0.26% | 73 |
|
|
2021
Q3 | $24.2M | Buy |
110,570
+22,310
| +25% | +$4.88M | 0.38% | 45 |
|
|
2021
Q2 | $20.2M | Buy |
88,260
+25,286
| +40% | +$5.8M | 0.33% | 57 |
|
|
2021
Q1 | $13.9M | Buy |
62,974
+516
| +0.8% | +$114K | 0.27% | 77 |
|
|
2020
Q4 | $12.2M | Buy |
62,458
+26,005
| +71% | +$5.1M | 0.24% | 89 |
|
|
2020
Q3 | $5.46M | Buy |
36,453
+3,784
| +12% | +$567K | 0.45% | 51 |
|
|
2020
Q2 | $4.68M | Buy |
32,669
+2,402
| +8% | +$344K | 0.43% | 51 |
|
|
2020
Q1 | $2.89M | Sell |
30,267
-9,589
| -24% | -$916K | 0.35% | 77 |
|
|
2019
Q4 | $6.59M | Buy |
39,856
+1,570
| +4% | +$260K | 0.66% | 32 |
|
|
2019
Q3 | $5.79M | Buy |
38,286
+3,658
| +11% | +$554K | 0.7% | 29 |
|
|
2019
Q2 | $5.38M | Buy |
34,628
+1,188
| +4% | +$185K | 0.69% | 30 |
|
|
2019
Q1 | $5.13M | Sell |
33,440
-493
| -1% | -$75.6K | 0.72% | 28 |
|
|
2018
Q4 | $4.55M | Sell |
33,933
-538
| -2% | -$72.1K | 0.74% | 24 |
|
|
2018
Q3 | $5.82M | Buy |
34,471
+3,365
| +11% | +$568K | 0.84% | 19 |
|
|
2018
Q2 | $5.09M | Buy |
31,106
+4,887
| +19% | +$800K | 0.9% | 20 |
|
|
2018
Q1 | $3.98M | Buy |
26,219
+3,124
| +14% | +$475K | 0.75% | 29 |
|
|
2017
Q4 | $3.52M | Buy |
23,095
+1,968
| +9% | +$300K | 0.65% | 34 |
|
|
2017
Q3 | $3.13M | Buy |
21,127
+1,777
| +9% | +$263K | 0.69% | 32 |
|
|
2017
Q2 | $2.72M | Buy |
19,350
+2,146
| +12% | +$302K | 0.67% | 34 |
|
|
2017
Q1 | $2.37M | Buy |
17,204
+3,150
| +22% | +$433K | 0.65% | 39 |
|
|
2016
Q4 | $1.9M | Buy |
14,054
+2,553
| +22% | +$345K | 0.63% | 38 |
|
|
2016
Q3 | $1.42M | Buy |
11,501
+319
| +3% | +$39.3K | 0.61% | 47 |
|
|
2016
Q2 | $1.28M | Sell |
11,182
-889
| -7% | -$102K | 0.5% | 54 |
|
|
2016
Q1 | $1.33M | Sell |
12,071
-511
| -4% | -$56.4K | 0.58% | 45 |
|
|
2015
Q4 | $1.41M | Buy |
+12,582
| New | +$1.41M | 0.65% | 40 |
|