Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Russell 3000 ETF IWV Stock Holding History

Cetera Investment Advisers’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$63.5M Sell
148,874
-368
-0.2% -$152K 0.06% 330
2026
Q1 		$55.3M Sell
149,242
-4,744
-3% -$1.84M 0.06% 343
2025
Q4 		$59.6M Sell
153,986
-7,297
-5% -$2.8M 0.07% 285
2025
Q3 		$61.1M Buy
161,283
+65,185
+68% +$23.8M 0.07% 264
2025
Q2 		$33.7M Buy
96,098
+1,528
+2% +$496K 0.06% 344
2025
Q1 		$30M Buy
94,570
+6,118
+7% +$2.05M 0.06% 339
2024
Q4 		$29.6M Buy
88,452
+24,384
+38% +$8.21M 0.06% 316
2024
Q3 		$20.9M Sell
64,068
-2,437
-4% -$767K 0.05% 403
2024
Q2 		$20.5M Sell
66,505
-408
-0.6% -$122K 0.05% 386
2024
Q1 		$20.1M Buy
66,913
+45,811
+217% +$13.1M 0.05% 390
2023
Q4 		$5.78M Buy
21,102
+527
+3% +$134K 0.05% 389
2023
Q3 		$5.04M Sell
20,575
-5,605
-21% -$1.43M 0.04% 413
2023
Q2 		$6.66M Sell
26,180
-3,532
-12% -$849K 0.06% 323
2023
Q1 		$6.99M Sell
29,712
-2,222
-7% -$513K 0.06% 294
2022
Q4 		$7.05M Sell
31,934
-1,233
-4% -$274K 0.07% 285
2022
Q3 		$6.87M Buy
33,167
+3,035
+10% +$698K 0.14% 157
2022
Q2 		$6.55M Buy
30,132
+27,587
+1,084% +$6.53M 0.1% 209
2022
Q1 		$668K Sell
2,545
-91
-3% -$23.6K 0.01% 991
2021
Q4 		$732K Buy
2,636
+55
+2% +$14.9K 0.01% 960
2021
Q3 		$658K Sell
2,581
-520
-17% -$136K 0.01% 980
2021
Q2 		$794K Sell
3,101
-9
-0.3% -$2.24K 0.01% 867
2021
Q1 		$738K Sell
3,110
-593
-16% -$138K 0.01% 792
2020
Q4 		$828K Buy
+3,703
New +$778K 0.02% 744

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Cetera Investment Advisers reduced its iShares Russell 3000 ETF (IWV) stake by 0.25% in Q2 2026, selling an estimated $152K and leaving 148,874 shares worth $63.5M. The position accounts for 0.06% of the portfolio, ranked #330.

Cetera Investment Advisers first reported a position in IWV in Q4 2020 and has held it in 23 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Cetera Investment Advisers held 148,874 shares of iShares Russell 3000 ETF worth $63.5M as of Q2 2026.
  • Cetera Investment Advisers sold 368 iShares Russell 3000 ETF shares in Q2 2026, an estimated $152K.
  • iShares Russell 3000 ETF made up 0.06% of Cetera Investment Advisers's portfolio in Q2 2026, its #330 holding.
  • Cetera Investment Advisers first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 23 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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