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

Cetera Investment Advisers’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$91.7M Buy
232,731
+2,464
+1% +$899K 0.08% 240
2026
Q1 		$72.3M Sell
230,267
-12,130
-5% -$4.04M 0.08% 254
2025
Q4 		$78.3M Sell
242,397
-5,432
-2% -$1.77M 0.09% 220
2025
Q3 		$79.3M Sell
247,829
-11,773
-5% -$3.55M 0.09% 204
2025
Q2 		$74.2M Sell
259,602
-15,325
-6% -$4.03M 0.13% 166
2025
Q1 		$70.3M Sell
274,927
-5,863
-2% -$1.65M 0.14% 151
2024
Q4 		$80.8M Buy
280,790
+4,277
+2% +$1.27M 0.17% 119
2024
Q3 		$78.5M Buy
276,513
+3,930
+1% +$1.08M 0.17% 122
2024
Q2 		$71.6M Buy
272,583
+322
+0.1% +$83.6K 0.16% 119
2024
Q1 		$73.7M Buy
272,261
+183,480
+207% +$46.9M 0.17% 115
2023
Q4 		$22.4M Sell
88,781
-827
-0.9% -$186K 0.18% 109
2023
Q3 		$20.1M Sell
89,608
-775
-0.9% -$185K 0.17% 118
2023
Q2 		$21.9M Buy
90,383
+317
+0.4% +$72.7K 0.18% 108
2023
Q1 		$20.4M Buy
90,066
+9,155
+11% +$2.09M 0.18% 107
2022
Q4 		$17.4M Buy
80,911
+65,347
+420% +$14.3M 0.16% 122
2022
Q3 		$3.21M Buy
15,564
+601
+4% +$135K 0.06% 323
2022
Q2 		$3.09M Buy
14,963
+677
+5% +$151K 0.05% 381
2022
Q1 		$3.65M Buy
14,286
+137
+1% +$35.1K 0.05% 365
2021
Q4 		$4.15M Buy
14,149
+569
+4% +$171K 0.06% 332
2021
Q3 		$3.99M Sell
13,580
-315
-2% -$94.6K 0.06% 316
2021
Q2 		$4.33M Sell
13,895
-12,782
-48% -$3.85M 0.07% 292
2021
Q1 		$8.02M Sell
26,677
-9,430
-26% -$2.93M 0.16% 138
2020
Q4 		$10.4M Buy
36,107
+30,673
+564% +$7.82M 0.2% 108
2020
Q3 		$1.2M Buy
5,434
+971
+22% +$213K 0.1% 233
2020
Q2 		$923K Buy
4,463
+131
+3% +$24.5K 0.09% 250
2020
Q1 		$644K Buy
4,332
+452
+12% +$89.7K 0.08% 258
2019
Q4 		$829K Sell
3,880
-4
-0.1% -$812 0.08% 243
2019
Q3 		$748K Sell
3,884
-160
-4% -$31.7K 0.09% 230
2019
Q2 		$810K Sell
4,044
-1,315
-25% -$260K 0.1% 210
2019
Q1 		$1.05M Sell
5,359
-401
-7% -$76.3K 0.15% 161
2018
Q4 		$973K Sell
5,760
-443
-7% -$82.6K 0.16% 151
2018
Q3 		$1.34M Buy
6,203
+2,235
+56% +$476K 0.19% 130
2018
Q2 		$811K Buy
3,968
+548
+16% +$110K 0.14% 176
2018
Q1 		$655K Sell
3,420
-45
-1% -$8.64K 0.12% 195
2017
Q4 		$646K Sell
3,465
-137
-4% -$25K 0.12% 202
2017
Q3 		$652K Sell
3,602
-567
-14% -$96.3K 0.14% 187
2017
Q2 		$707K Buy
4,169
+487
+13% +$80.2K 0.17% 158
2017
Q1 		$595K Buy
3,682
+796
+28% +$126K 0.16% 166
2016
Q4 		$440K Sell
2,886
-604
-17% -$90.2K 0.15% 181
2016
Q3 		$516K Buy
3,490
+1,162
+50% +$169K 0.22% 126
2016
Q2 		$316K Sell
2,328
-79
-3% -$10.7K 0.12% 206
2016
Q1 		$316K Sell
2,407
-108
-4% -$13.5K 0.14% 186
2015
Q4 		$350K Buy
+2,515
New +$357K 0.16% 164

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cetera Investment Advisers's IWO Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares Russell 2000 Growth ETF (IWO) stake by 1.1% in Q2 2026, buying an estimated $899K and bringing the position to 232,731 shares worth $91.7M. The position accounts for 0.08% of the portfolio, ranked #240.

Cetera Investment Advisers first reported a position in IWO in Q4 2015 and has held it in 43 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Cetera Investment Advisers held 232,731 shares of iShares Russell 2000 Growth ETF worth $91.7M as of Q2 2026.
  • Cetera Investment Advisers bought 2,464 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $899K.
  • iShares Russell 2000 Growth ETF made up 0.08% of Cetera Investment Advisers's portfolio in Q2 2026, its #240 holding.
  • Cetera Investment Advisers first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and has held it in 43 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.