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	$107K	Sell	4,800 -300	-6%	-$77.4K	﹤0.01%	4434
2025 Q4	$47.7K	Buy	+5,100	New	+$1.25M	﹤0.01%	4510
2025 Q3	–	Sell	-5,500	Closed	-$47.2K	–	4619
2025 Q2	$47.2K	Buy	+5,500	New	+$1.11M	﹤0.01%	3979
2025 Q1	–	Sell	-5,000	Closed	-$6.35K	–	4028
2024 Q4	$6.35K	Buy	+5,000	New	+$1.14M	﹤0.01%	3736
2024 Q2	–	Sell	-1,000	Closed	-$550	–	3802
2024 Q1	$550	Buy	+1,000	New	+$199K	﹤0.01%	3685
2022 Q2	–	Sell	-500	Closed	-$4K	–	1896
2022 Q1	$4K	Buy	+500	New	+$102K	﹤0.01%	1864

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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.