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

Cetera Investment Advisers’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$47.5M Sell
250,563
-22,172
-8% -$4.29M 0.05% 378
2025
Q4 		$49.4M Buy
272,735
+16,157
+6% +$2.9M 0.05% 354
2025
Q3 		$45.4M Buy
256,578
+20,820
+9% +$3.51M 0.05% 356
2025
Q2 		$37.2M Buy
235,758
+5,945
+3% +$885K 0.06% 318
2025
Q1 		$34.7M Buy
229,813
+3,657
+2% +$591K 0.07% 299
2024
Q4 		$37.1M Buy
226,156
+4,568
+2% +$780K 0.08% 256
2024
Q3 		$37M Sell
221,588
-739
-0.3% -$120K 0.08% 247
2024
Q2 		$33.9M Sell
222,327
-1,333
-0.6% -$204K 0.08% 250
2024
Q1 		$35.5M Buy
223,660
+151,873
+212% +$23M 0.08% 240
2023
Q4 		$11.2M Sell
71,787
-3,079
-4% -$427K 0.09% 198
2023
Q3 		$10.1M Sell
74,866
-210
-0.3% -$30.1K 0.09% 212
2023
Q2 		$10.6M Buy
75,076
+426
+0.6% +$57.6K 0.09% 210
2023
Q1 		$10.2M Sell
74,650
-2,421
-3% -$351K 0.09% 209
2022
Q4 		$10.7M Buy
77,071
+55,838
+263% +$7.88M 0.1% 201
2022
Q3 		$2.74M Sell
21,233
-1,119
-5% -$162K 0.05% 360
2022
Q2 		$3.04M Buy
22,352
+62
+0.3% +$9.23K 0.05% 385
2022
Q1 		$3.6M Sell
22,290
-986
-4% -$157K 0.05% 371
2021
Q4 		$3.87M Sell
23,276
-1,169
-5% -$195K 0.06% 355
2021
Q3 		$3.92M Sell
24,445
-357
-1% -$57.4K 0.06% 323
2021
Q2 		$4.11M Buy
24,802
+6,978
+39% +$1.15M 0.07% 311
2021
Q1 		$2.84M Sell
17,824
-5,451
-23% -$824K 0.06% 333
2020
Q4 		$3.07M Buy
23,275
+19,257
+479% +$2.27M 0.06% 324
2020
Q3 		$399K Sell
4,018
-94
-2% -$9.55K 0.03% 427
2020
Q2 		$401K Sell
4,112
-54
-1% -$4.91K 0.04% 405
2020
Q1 		$340K Buy
4,166
+734
+21% +$82.3K 0.04% 374
2019
Q4 		$440K Sell
3,432
-45
-1% -$5.56K 0.04% 365
2019
Q3 		$416K Sell
3,477
-865
-20% -$102K 0.05% 336
2019
Q2 		$522K Sell
4,342
-42
-1% -$5.07K 0.07% 279
2019
Q1 		$526K Sell
4,384
-189
-4% -$22.6K 0.07% 264
2018
Q4 		$492K Sell
4,573
-234
-5% -$28.2K 0.08% 253
2018
Q3 		$643K Buy
4,807
+505
+12% +$68K 0.09% 226
2018
Q2 		$567K Sell
4,302
-72
-2% -$9.28K 0.1% 227
2018
Q1 		$532K Buy
4,374
+74
+2% +$9.27K 0.1% 221
2017
Q4 		$544K Sell
4,300
-23
-0.5% -$2.88K 0.1% 230
2017
Q3 		$536K Buy
4,323
+1,553
+56% +$183K 0.12% 223
2017
Q2 		$330K Sell
2,770
-92
-3% -$10.8K 0.08% 288
2017
Q1 		$339K Sell
2,862
-1,117
-28% -$133K 0.09% 259
2016
Q4 		$476K Buy
+3,979
New +$440K 0.16% 171
2016
Q3 		– Sell
-3,773
Closed -$368K – 303
2016
Q2 		$368K Buy
+3,773
New +$359K 0.14% 183
2016
Q1 		– Sell
-2,960
Closed -$273K – 294
2015
Q4 		$273K Buy
+2,960
New +$281K 0.13% 198

Other funds holding IWN

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Cetera Investment Advisers reduced its iShares Russell 2000 Value ETF (IWN) stake by 8.1% in Q1 2026, selling an estimated $4.29M and leaving 250,563 shares worth $47.5M. The position accounts for 0.05% of the portfolio, ranked #378.

Cetera Investment Advisers first reported a position in IWN in Q4 2015 and has held it in 40 quarters since. The position peaked at $49.4M in Q4 2025. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Cetera Investment Advisers held 250,563 shares of iShares Russell 2000 Value ETF worth $47.5M as of Q1 2026.
  • Cetera Investment Advisers sold 22,172 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $4.29M.
  • iShares Russell 2000 Value ETF made up 0.05% of Cetera Investment Advisers's portfolio in Q1 2026, its #378 holding.
  • Cetera Investment Advisers first reported a position in iShares Russell 2000 Value ETF in Q4 2015 and has held it in 40 quarters since.
  • Cetera Investment Advisers's iShares Russell 2000 Value ETF position peaked at $49.4M in Q4 2025.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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