Cetera Investment Advisers

Cetera Investment Advisers’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Cetera Investment Advisers’s Portfolio IWX Stock Details IWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.2M	Sell	239,314 -23,705	-9%	-$2.26M	0.02%	633
2025 Q4	$24.2M	Buy	263,019 +210,381	+400%	+$18.9M	0.03%	585
2025 Q3	$4.63M	Buy	52,638 +8,776	+20%	+$753K	0.01%	1457
2025 Q2	$3.69M	Sell	43,862 -300,846	-87%	-$24.2M	0.01%	1396
2025 Q1	$28.3M	Buy	344,708 +277,022	+409%	+$22.8M	0.05%	356
2024 Q4	$5.35M	Sell	67,686 -372,596	-85%	-$30.6M	0.01%	1005
2024 Q3	$35.8M	Buy	440,282 +373,357	+558%	+$29.1M	0.08%	257
2024 Q2	$5.01M	Sell	66,925 -2,890	-4%	-$216K	0.01%	993
2024 Q1	$5.33M	Buy	+69,815	New	+$5.05M	0.01%	953

Other funds holding IWX

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $282M AUM 12.37% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return