Cetera Investment Advisers’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105M | Buy |
1,136,486
+1,764
| +0.2% | +$162K | 0.18% | 109 |
|
|
2025
Q1 | $96.5M | Buy |
1,134,722
+82,476
| +8% | +$7.02M | 0.19% | 101 |
|
|
2024
Q4 | $93M | Sell |
1,052,246
-142,397
| -12% | -$12.6M | 0.19% | 101 |
|
|
2024
Q3 | $105M | Sell |
1,194,643
-24,707
| -2% | -$2.18M | 0.23% | 85 |
|
|
2024
Q2 | $98.9M | Buy |
1,219,350
+26,578
| +2% | +$2.15M | 0.23% | 86 |
|
|
2024
Q1 | $100M | Buy |
1,192,772
+1,067,086
| +849% | +$89.7M | 0.24% | 85 |
|
|
2023
Q4 | $9.77M | Sell |
125,686
-19,579
| -13% | -$1.52M | 0.08% | 234 |
|
|
2023
Q3 | $10.1M | Sell |
145,265
-2,649
| -2% | -$183K | 0.09% | 217 |
|
|
2023
Q2 | $10.8M | Buy |
147,914
+8,213
| +6% | +$600K | 0.09% | 202 |
|
|
2023
Q1 | $9.77M | Buy |
139,701
+11,623
| +9% | +$813K | 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% | +$4.79K | 0.18% | 116 |
|
|
2022
Q2 | $9.51M | Sell |
147,089
-10,806
| -7% | -$699K | 0.15% | 138 |
|
|
2022
Q1 | $12.3M | Buy |
157,895
+457
| +0.3% | +$35.7K | 0.18% | 123 |
|
|
2021
Q4 | $13.1M | Sell |
157,438
-1,117
| -0.7% | -$92.7K | 0.19% | 115 |
|
|
2021
Q3 | $12.4M | Sell |
158,555
-10,216
| -6% | -$799K | 0.2% | 112 |
|
|
2021
Q2 | $13.4M | Sell |
168,771
-6,836
| -4% | -$542K | 0.21% | 105 |
|
|
2021
Q1 | $13M | Sell |
175,607
-7,562
| -4% | -$559K | 0.26% | 86 |
|
|
2020
Q4 | $12.6M | Sell |
183,169
-41,376
| -18% | -$2.84M | 0.25% | 84 |
|
|
2020
Q3 | $12.9M | Buy |
224,545
+13,341
| +6% | +$765K | 1.06% | 15 |
|
|
2020
Q2 | $11.3M | Buy |
211,204
+54,541
| +35% | +$2.92M | 1.05% | 15 |
|
|
2020
Q1 | $6.54M | Sell |
156,663
-11,878
| -7% | -$496K | 0.8% | 23 |
|
|
2019
Q4 | $10M | Buy |
168,541
+37,186
| +28% | +$2.21M | 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% | -$97.5K | 1.33% | 11 |
|
|
2019
Q1 | $10M | Sell |
186,349
-26,330
| -12% | -$1.42M | 1.42% | 11 |
|
|
2018
Q4 | $9.88M | Buy |
212,679
+155,507
| +272% | +$7.22M | 1.61% | 9 |
|
|
2018
Q3 | $12.6M | Buy |
57,172
+1,709
| +3% | +$377K | 1.81% | 5 |
|
|
2018
Q2 | $11.8M | Buy |
55,463
+11,217
| +25% | +$2.38M | 2.07% | 4 |
|
|
2018
Q1 | $9.13M | Buy |
44,246
+5,356
| +14% | +$1.1M | 1.71% | 6 |
|
|
2017
Q4 | $8.09M | Buy |
38,890
+10,917
| +39% | +$2.27M | 1.48% | 8 |
|
|
2017
Q3 | $5.52M | Buy |
27,973
+8,053
| +40% | +$1.59M | 1.22% | 11 |
|
|
2017
Q2 | $3.82M | Buy |
19,920
+6,228
| +45% | +$1.19M | 0.94% | 17 |
|
|
2017
Q1 | $2.56M | Buy |
13,692
+4,040
| +42% | +$756K | 0.71% | 29 |
|
|
2016
Q4 | $1.73M | Buy |
9,652
+2,595
| +37% | +$465K | 0.58% | 45 |
|
|
2016
Q3 | $1.23M | Buy |
7,057
+1,242
| +21% | +$216K | 0.53% | 53 |
|
|
2016
Q2 | $989K | Buy |
5,815
+317
| +6% | +$53.9K | 0.39% | 69 |
|
|
2016
Q1 | $890K | Sell |
5,498
-51
| -0.9% | -$8.26K | 0.39% | 69 |
|
|
2015
Q4 | $885K | Buy |
+5,549
| New | +$885K | 0.41% | 67 |
|