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

Cetera Investment Advisers’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$62.8M Sell
431,101
-1,136
-0.3% -$169K 0.07% 289
2025
Q4 		$61M Buy
432,237
+29,836
+7% +$4.17M 0.07% 280
2025
Q3 		$56.2M Buy
402,401
+67,278
+20% +$9.2M 0.07% 282
2025
Q2 		$44.3M Buy
335,123
+8,678
+3% +$1.09M 0.07% 265
2025
Q1 		$41.1M Buy
326,445
+33,189
+11% +$4.32M 0.08% 255
2024
Q4 		$37.9M Buy
293,256
+3,703
+1% +$496K 0.08% 249
2024
Q3 		$38.3M Sell
289,553
-1,774
-0.6% -$224K 0.08% 236
2024
Q2 		$35.2M Sell
291,327
-4,412
-1% -$536K 0.08% 238
2024
Q1 		$37.1M Buy
295,739
+256,218
+648% +$30.2M 0.09% 227
2023
Q4 		$4.6M Buy
39,521
+2,017
+5% +$215K 0.04% 464
2023
Q3 		$3.91M Sell
37,504
-6,521
-15% -$719K 0.03% 501
2023
Q2 		$4.84M Sell
44,025
-4,338
-9% -$457K 0.04% 419
2023
Q1 		$5.14M Sell
48,363
-3,304
-6% -$360K 0.04% 386
2022
Q4 		$5.44M Buy
51,667
+17,352
+51% +$1.82M 0.05% 360
2022
Q3 		$3.3M Buy
34,315
+5,062
+17% +$541K 0.07% 318
2022
Q2 		$2.97M Buy
29,253
+3,124
+12% +$349K 0.05% 396
2022
Q1 		$3.13M Buy
26,129
+2,055
+9% +$242K 0.04% 413
2021
Q4 		$2.95M Buy
24,074
+6,994
+41% +$835K 0.04% 430
2021
Q3 		$1.93M Sell
17,080
-364
-2% -$42.1K 0.03% 528
2021
Q2 		$2.01M Sell
17,444
-718
-4% -$82.3K 0.03% 510
2021
Q1 		$1.99M Buy
18,162
+2,266
+14% +$236K 0.04% 420
2020
Q4 		$1.54M Buy
15,896
+9,257
+139% +$835K 0.03% 511
2020
Q3 		$537K Buy
6,639
+806
+14% +$65.2K 0.04% 365
2020
Q2 		$446K Sell
5,833
-270
-4% -$19.7K 0.04% 378
2020
Q1 		$294K Sell
6,103
-115
-2% -$9.83K 0.04% 405
2019
Q4 		$589K Sell
6,218
-2,258
-27% -$206K 0.06% 307
2019
Q3 		$761K Sell
8,476
-11,864
-58% -$1.05M 0.09% 226
2019
Q2 		$1.81M Buy
20,340
+9,673
+91% +$850K 0.23% 112
2019
Q1 		$926K Buy
10,667
+5,545
+108% +$468K 0.13% 179
2018
Q4 		$394K Sell
5,122
-19
-0.4% -$1.59K 0.06% 297
2018
Q3 		$466K Buy
5,141
+2,830
+122% +$256K 0.07% 278
2018
Q2 		$206K Sell
2,311
-403
-15% -$35.4K 0.04% 396
2018
Q1 		$237K Buy
2,714
+115
+4% +$10.2K 0.04% 330
2017
Q4 		$234K Sell
2,599
-339
-12% -$29.5K 0.04% 360
2017
Q3 		$251K Buy
2,938
+137
+5% +$11.5K 0.06% 335
2017
Q2 		$240K Buy
2,801
+172
+7% +$14.3K 0.06% 328
2017
Q1 		$219K Sell
2,629
-2,014
-43% -$166K 0.06% 325
2016
Q4 		$373K Buy
+4,643
New +$362K 0.12% 211
2016
Q3 		– Sell
-26,145
Closed -$1.94M – 304
2016
Q2 		$1.94M Buy
+26,145
New +$1.9M 0.76% 32

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Cetera Investment Advisers reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.26% in Q1 2026, selling an estimated $169K and leaving 431,101 shares worth $62.8M. The position accounts for 0.07% of the portfolio, ranked #289.

Cetera Investment Advisers first reported a position in IWS in Q2 2016 and has held it in 39 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Cetera Investment Advisers held 431,101 shares of iShares Russell Mid-Cap Value ETF worth $62.8M as of Q1 2026.
  • Cetera Investment Advisers sold 1,136 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $169K.
  • iShares Russell Mid-Cap Value ETF made up 0.07% of Cetera Investment Advisers's portfolio in Q1 2026, its #289 holding.
  • Cetera Investment Advisers first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2016 and has held it in 39 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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