Cetera Investment Advisers’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.7M | Buy |
96,098
+1,528
| +2% | +$536K | 0.06% | 344 |
|
|
2025
Q1 | $30M | Buy |
94,570
+6,118
| +7% | +$1.94M | 0.06% | 339 |
|
|
2024
Q4 | $29.6M | Buy |
88,452
+24,384
| +38% | +$8.15M | 0.06% | 316 |
|
|
2024
Q3 | $20.9M | Sell |
64,068
-2,437
| -4% | -$796K | 0.05% | 403 |
|
|
2024
Q2 | $20.5M | Sell |
66,505
-408
| -0.6% | -$126K | 0.05% | 386 |
|
|
2024
Q1 | $20.1M | Buy |
66,913
+45,811
| +217% | +$13.7M | 0.05% | 390 |
|
|
2023
Q4 | $5.78M | Buy |
21,102
+527
| +3% | +$144K | 0.05% | 389 |
|
|
2023
Q3 | $5.04M | Sell |
20,575
-5,605
| -21% | -$1.37M | 0.04% | 413 |
|
|
2023
Q2 | $6.66M | Sell |
26,180
-3,532
| -12% | -$899K | 0.06% | 323 |
|
|
2023
Q1 | $6.99M | Sell |
29,712
-2,222
| -7% | -$523K | 0.06% | 294 |
|
|
2022
Q4 | $7.05M | Sell |
31,934
-1,233
| -4% | -$272K | 0.07% | 285 |
|
|
2022
Q3 | $6.87M | Buy |
33,167
+3,035
| +10% | +$628K | 0.14% | 157 |
|
|
2022
Q2 | $6.55M | Buy |
30,132
+27,587
| +1,084% | +$6M | 0.1% | 209 |
|
|
2022
Q1 | $668K | Sell |
2,545
-91
| -3% | -$23.9K | 0.01% | 991 |
|
|
2021
Q4 | $732K | Buy |
2,636
+55
| +2% | +$15.3K | 0.01% | 960 |
|
|
2021
Q3 | $658K | Sell |
2,581
-520
| -17% | -$133K | 0.01% | 980 |
|
|
2021
Q2 | $794K | Sell |
3,101
-9
| -0.3% | -$2.3K | 0.01% | 867 |
|
|
2021
Q1 | $738K | Sell |
3,110
-593
| -16% | -$141K | 0.01% | 792 |
|
|
2020
Q4 | $828K | Buy |
+3,703
| New | +$828K | 0.02% | 744 |
|