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Position history for Cetera Investment AdvisersCetera Investment Advisers's holdings in ISHARES TR RUSSELL 1000 VALUE INDEX FUND

Cetera Investment Advisers holds 1.2M shares of IWD (ISHARES TR RUSSELL 1000 VALUE INDEX FUND), worth $302M as of 2026-Q2. The position was increased (+1.3% shares). IWD represents 0.3% of Cetera Investment Advisers's portfolio.

Current Value

$302M

Current Shares

1.2M

Total Value Change

+$92.5M

Total Shares Change

+142,037

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.2M
+1.3%
$302M0.3%$242.43
37
2026-Q1
Decreased
1.2M
-5.1%
$262.7M0.3%$222.27
0
2025-Q4
Decreased
1.3M
-1.3%
$272.5M0.3%$211.94
0
2025-Q3
Increased
1.3M
+14.9%
$267.1M0.3%$202.24
42
2025-Q2
Decreased
1.1M
-3.4%
$221.8M0.4%$191.58
0
2025-Q1
Decreased
1.2M
-4.0%
$222.4M0.4%$183.74
0
2024-Q4
Increased
1.2M
+11.6%
$227.9M0.5%$181.36
41
2024-Q3
Decreased
1.1M
-1.8%
$209.5M0.5%$184.97
0

Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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