Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Russell 2000 ETF IWM Stock Holding History

Cetera Investment Advisers’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$436M Buy
1,758,333
+33,853
+2% +$8.73M 0.46% 32
2025
Q4 		$424M Buy
1,724,480
+51,768
+3% +$12.7M 0.46% 35
2025
Q3 		$405M Buy
1,672,712
+962,482
+136% +$221M 0.47% 34
2025
Q2 		$153M Buy
710,230
+358
+0.1% +$72K 0.26% 76
2025
Q1 		$142M Sell
709,872
-28,799
-4% -$6.25M 0.27% 70
2024
Q4 		$163M Buy
738,671
+45,265
+7% +$10.3M 0.34% 55
2024
Q3 		$153M Buy
693,406
+17,203
+3% +$3.68M 0.34% 56
2024
Q2 		$137M Sell
676,203
-114,677
-14% -$23.2M 0.32% 57
2024
Q1 		$166M Buy
790,880
+612,255
+343% +$122M 0.39% 39
2023
Q4 		$35.9M Buy
178,625
+15,063
+9% +$2.7M 0.29% 65
2023
Q3 		$28.9M Buy
163,562
+66,829
+69% +$12.5M 0.25% 74
2023
Q2 		$18.1M Buy
96,733
+4,994
+5% +$890K 0.15% 125
2023
Q1 		$16.4M Sell
91,739
-232
-0.3% -$42.7K 0.14% 135
2022
Q4 		$16M Buy
91,971
+43,469
+90% +$7.73M 0.15% 133
2022
Q3 		$8M Buy
48,502
+1,981
+4% +$361K 0.16% 133
2022
Q2 		$7.88M Sell
46,521
-2,259
-5% -$416K 0.13% 168
2022
Q1 		$10M Sell
48,780
-32,619
-40% -$6.65M 0.14% 147
2021
Q4 		$18.1M Sell
81,399
-29,171
-26% -$6.59M 0.26% 73
2021
Q3 		$24.2M Buy
110,570
+22,310
+25% +$4.95M 0.38% 45
2021
Q2 		$20.2M Buy
88,260
+25,286
+40% +$5.69M 0.33% 57
2021
Q1 		$13.9M Buy
62,974
+516
+0.8% +$113K 0.27% 77
2020
Q4 		$12.2M Buy
62,458
+26,005
+71% +$4.55M 0.24% 89
2020
Q3 		$5.46M Buy
36,453
+3,784
+12% +$569K 0.45% 51
2020
Q2 		$4.68M Buy
32,669
+2,402
+8% +$315K 0.43% 51
2020
Q1 		$2.89M Sell
30,267
-9,589
-24% -$1.43M 0.35% 77
2019
Q4 		$6.59M Buy
39,856
+1,570
+4% +$248K 0.66% 32
2019
Q3 		$5.79M Buy
38,286
+3,658
+11% +$559K 0.7% 29
2019
Q2 		$5.38M Buy
34,628
+1,188
+4% +$183K 0.69% 30
2019
Q1 		$5.13M Sell
33,440
-493
-1% -$74.1K 0.72% 28
2018
Q4 		$4.55M Sell
33,933
-538
-2% -$80.3K 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% +$782K 0.9% 20
2018
Q1 		$3.98M Buy
26,219
+3,124
+14% +$482K 0.75% 29
2017
Q4 		$3.52M Buy
23,095
+1,968
+9% +$296K 0.65% 34
2017
Q3 		$3.13M Buy
21,127
+1,777
+9% +$250K 0.69% 32
2017
Q2 		$2.72M Buy
19,350
+2,146
+12% +$297K 0.67% 34
2017
Q1 		$2.37M Buy
17,204
+3,150
+22% +$430K 0.65% 39
2016
Q4 		$1.9M Buy
14,054
+2,553
+22% +$326K 0.63% 38
2016
Q3 		$1.42M Buy
11,501
+319
+3% +$38.8K 0.61% 47
2016
Q2 		$1.28M Sell
11,182
-889
-7% -$100K 0.5% 54
2016
Q1 		$1.33M Sell
12,071
-511
-4% -$52.9K 0.58% 45
2015
Q4 		$1.41M Buy
+12,582
New +$1.45M 0.65% 40

Other funds holding IWM

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Cetera Investment Advisers increased its iShares Russell 2000 ETF (IWM) stake by 2% in Q1 2026, buying an estimated $8.73M and bringing the position to 1,758,333 shares worth $436M. The position accounts for 0.46% of the portfolio, ranked #32.

Cetera Investment Advisers first reported a position in IWM in Q4 2015 and has held it in 42 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Cetera Investment Advisers held 1,758,333 shares of iShares Russell 2000 ETF worth $436M as of Q1 2026.
  • Cetera Investment Advisers bought 33,853 iShares Russell 2000 ETF shares in Q1 2026, an estimated $8.73M.
  • iShares Russell 2000 ETF made up 0.46% of Cetera Investment Advisers's portfolio in Q1 2026, its #32 holding.
  • Cetera Investment Advisers first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 42 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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