Cetera Investment Advisers »

iShares Russell 2000 Value Index shares owned by Cetera Investment Advisers

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Cetera Investment Advisers from 13F filings

Historical chart of Cetera Investment Advisers investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value Index held by Cetera Investment Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Value Index by Cetera Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-06-30 $34M 222k 152.30
2024-03-31 $36M 224k 158.81
2023-09-30 $10M 75k 135.55
2023-06-30 $11M 75k 140.80
2023-03-31 $10M 75k 137.02
2022-12-31 $11M 77k 138.67
2022-09-30 $2.7M 21k 128.95
2022-06-30 $3.0M 22k 136.14
2022-03-31 $3.6M 22k 161.42
2021-12-31 $3.9M 23k 166.05
2021-09-30 $3.9M 24k 160.24
2021-06-30 $4.1M 25k 165.75
2021-03-31 $2.8M 18k 159.50
2020-12-31 $3.1M 23k 131.73
2020-09-30 $399k 4.0k 99.30
2020-06-30 $401k 4.1k 97.52
2020-03-31 $340k 4.2k 81.61
2019-12-31 $440k 3.4k 128.21
2019-09-30 $416k 3.5k 119.64
2019-06-30 $522k 4.3k 120.22
2019-03-31 $526k 4.4k 119.98
2018-12-31 $492k 4.6k 107.59
2018-09-30 $643k 4.8k 133.76
2018-06-30 $567k 4.3k 131.80
2018-03-31 $532k 4.4k 121.63
2017-12-31 $544k 4.3k 126.51
2017-09-30 $536k 4.3k 123.99
2017-06-30 $2.6M 22k 118.90
2017-03-31 $339k 2.9k 118.45
2016-12-31 $476k 4.0k 119.63
2016-06-30 $368k 3.8k 97.54
2015-12-31 $273k 3.0k 92.23

More positions owned by Cetera Investment Advisers

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Cetera Investment Advisers

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Morgan Stanley
Tiaa Trust, National Association
Jones Financial Companies, L.L
Envestnet Asset Management
Alaska Permanent Fund Corp
Starboard Value
Pnc Financial Services
M^T Bank Corporation
Goldman Sachs Group
D.A. Davidson & Co.
LPL Financial
Commonwealth Equity Services
Wells Fargo & Company
Us Bancorp

View all funds holding iShares Russell 2000 Value Index