Cetera Trust Company’s iShares Russell 2000 ETF IWM Stock Holding History

Cetera Trust Company’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$182K	Hold	735	–	–	0.1%	169
2025 Q4	$181K	Hold	735	–	–	0.1%	171
2025 Q3	$178K	Sell	735 -244	-25%	-$56K	0.1%	178
2025 Q2	$211K	Buy	979 +405	+71%	+$81.5K	0.13%	163
2025 Q1	$115K	Buy	574 +244	+74%	+$52.9K	0.07%	192
2024 Q4	$72.9K	Hold	330	–	–	0.05%	207
2024 Q3	$72.9K	Hold	330	–	–	0.04%	216
2024 Q2	$67K	Hold	330	–	–	0.04%	217
2024 Q1	$69.4K	Sell	330 -4,100	-93%	-$818K	0.04%	216
2023 Q4	$889K	Buy	+4,430	New	+$794K	0.55%	45

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cetera Trust Company's IWM Position: Q1 2026 in Review

Cetera Trust Company held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 735 shares worth $182K. The position accounts for 0.1% of the portfolio, ranked #169.

Cetera Trust Company first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. The position peaked at $889K in Q4 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Cetera Trust Company held 735 shares of iShares Russell 2000 ETF worth $182K as of Q1 2026.
Cetera Trust Company left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.1% of Cetera Trust Company's portfolio in Q1 2026, its #169 holding.
Cetera Trust Company first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
Cetera Trust Company's iShares Russell 2000 ETF position peaked at $889K in Q4 2023.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.