Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Cetera Investment Advisers’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$207M Sell
2,133,527
-122,909
-5% -$12.3M 0.22% 89
2025
Q4 		$217M Buy
2,256,436
+81,346
+4% +$7.82M 0.24% 78
2025
Q3 		$210M Buy
2,175,090
+1,038,604
+91% +$98.4M 0.24% 78
2025
Q2 		$105M Buy
1,136,486
+1,764
+0.2% +$152K 0.18% 109
2025
Q1 		$96.5M Buy
1,134,722
+82,476
+8% +$7.36M 0.19% 101
2024
Q4 		$93M Sell
1,052,246
-142,397
-12% -$12.9M 0.19% 101
2024
Q3 		$105M Sell
1,194,643
-24,707
-2% -$2.08M 0.23% 85
2024
Q2 		$98.9M Buy
1,219,350
+26,578
+2% +$2.16M 0.23% 86
2024
Q1 		$100M Buy
1,192,772
+1,067,086
+849% +$84.6M 0.24% 85
2023
Q4 		$9.77M Sell
125,686
-19,579
-13% -$1.39M 0.08% 234
2023
Q3 		$10.1M Sell
145,265
-2,649
-2% -$193K 0.09% 217
2023
Q2 		$10.8M Buy
147,914
+8,213
+6% +$571K 0.09% 202
2023
Q1 		$9.77M Buy
139,701
+11,623
+9% +$821K 0.09% 222
2022
Q4 		$8.64M Sell
128,078
-19,088
-13% -$1.29M 0.08% 241
2022
Q3 		$9.15M Buy
147,166
+77
+0.1% +$5.3K 0.18% 116
2022
Q2 		$9.51M Sell
147,089
-10,806
-7% -$769K 0.15% 138
2022
Q1 		$12.3M Buy
157,895
+457
+0.3% +$35.2K 0.18% 123
2021
Q4 		$13.1M Sell
157,438
-1,117
-0.7% -$91.7K 0.19% 115
2021
Q3 		$12.4M Sell
158,555
-10,216
-6% -$818K 0.2% 112
2021
Q2 		$13.4M Sell
168,771
-6,836
-4% -$530K 0.21% 105
2021
Q1 		$13M Sell
175,607
-7,562
-4% -$547K 0.26% 86
2020
Q4 		$12.6M Sell
183,169
-41,376
-18% -$2.64M 0.25% 84
2020
Q3 		$12.9M Buy
224,545
+13,341
+6% +$759K 1.06% 15
2020
Q2 		$11.3M Buy
211,204
+54,541
+35% +$2.73M 1.05% 15
2020
Q1 		$6.54M Sell
156,663
-11,878
-7% -$654K 0.8% 23
2019
Q4 		$10M Buy
168,541
+37,186
+28% +$2.14M 1.01% 14
2019
Q3 		$7.35M Sell
131,355
-53,249
-29% -$2.98M 0.89% 16
2019
Q2 		$10.3M Sell
184,604
-1,745
-0.9% -$95.7K 1.33% 11
2019
Q1 		$10M Sell
186,349
-26,330
-12% -$1.36M 1.42% 11
2018
Q4 		$9.88M Sell
212,679
-16,009
-7% -$808K 1.61% 9
2018
Q3 		$12.6M Buy
228,688
+6,836
+3% +$375K 1.81% 5
2018
Q2 		$11.8M Buy
221,852
+44,868
+25% +$2.36M 2.07% 4
2018
Q1 		$9.13M Buy
176,984
+21,424
+14% +$1.13M 1.71% 6
2017
Q4 		$8.09M Buy
155,560
+43,668
+39% +$2.22M 1.48% 8
2017
Q3 		$5.52M Buy
111,892
+32,212
+40% +$1.55M 1.22% 11
2017
Q2 		$3.82M Buy
79,680
+24,912
+45% +$1.18M 0.94% 17
2017
Q1 		$2.56M Buy
54,768
+16,160
+42% +$749K 0.71% 29
2016
Q4 		$1.73M Buy
38,608
+10,380
+37% +$454K 0.58% 45
2016
Q3 		$1.23M Buy
28,228
+4,968
+21% +$215K 0.53% 53
2016
Q2 		$989K Buy
23,260
+1,268
+6% +$52.3K 0.39% 69
2016
Q1 		$890K Sell
21,992
-204
-0.9% -$7.76K 0.39% 69
2015
Q4 		$885K Buy
+22,196
New +$905K 0.41% 67

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cetera Investment Advisers reduced its iShares Russell Mid-Cap ETF (IWR) stake by 5.4% in Q1 2026, selling an estimated $12.3M and leaving 2,133,527 shares worth $207M. The position accounts for 0.22% of the portfolio, ranked #89.

Cetera Investment Advisers first reported a position in IWR in Q4 2015 and has held it in 42 quarters since. The position peaked at $217M in Q4 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Cetera Investment Advisers held 2,133,527 shares of iShares Russell Mid-Cap ETF worth $207M as of Q1 2026.
  • Cetera Investment Advisers sold 122,909 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $12.3M.
  • iShares Russell Mid-Cap ETF made up 0.22% of Cetera Investment Advisers's portfolio in Q1 2026, its #89 holding.
  • Cetera Investment Advisers first reported a position in iShares Russell Mid-Cap ETF in Q4 2015 and has held it in 42 quarters since.
  • Cetera Investment Advisers's iShares Russell Mid-Cap ETF position peaked at $217M in Q4 2025.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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