Cetera Advisor Networks’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Cetera Advisor Networks’s Portfolio IAI Stock Details IAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$854K	Sell	7,359 -1,499	-17%	-$163K	﹤0.01%	1578
2023 Q4	$961K	Buy	8,858 +1,445	+19%	+$138K	0.01%	1403
2023 Q3	$675K	Sell	7,413 -4,390	-37%	-$415K	﹤0.01%	1552
2023 Q2	$1.07M	Sell	11,803 -8,245	-41%	-$739K	0.01%	1224
2023 Q1	$1.84M	Sell	20,048 -12,077	-38%	-$1.19M	0.01%	883
2022 Q4	$3.09M	Buy	32,125 +29,753	+1,254%	+$2.85M	0.03%	632
2022 Q3	$203K	Sell	2,372 -404	-15%	-$37K	﹤0.01%	1851
2022 Q2	$233K	Buy	2,776 +458	+20%	+$41.2K	﹤0.01%	1758
2022 Q1	$232K	Buy	+2,318	New	+$244K	﹤0.01%	1794
2020 Q3	–	Sell	-1,153	Closed	-$69K	–	2033
2020 Q2	$69K	Buy	+1,153	New	+$67.5K	﹤0.01%	1724
2019 Q2	–	Sell	-7,377	Closed	-$435K	–	1211
2019 Q1	$435K	Buy	7,377 +2,558	+53%	+$153K	0.01%	716
2018 Q4	$268K	Sell	4,819 -3,406	-41%	-$204K	0.01%	810
2018 Q3	$515K	Buy	8,225 +1,981	+32%	+$129K	0.02%	619
2018 Q2	$402K	Buy	+6,244	New	+$417K	0.02%	541

Other funds holding IAI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

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

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

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

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

MIG

McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisor Networks's IAI Position: Q1 2024 in Review

Cetera Advisor Networks reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 17% in Q1 2024, selling an estimated $163K and leaving 7,359 shares worth $854K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Cetera Advisor Networks first reported a position in IAI in Q2 2018 and has held it in 14 quarters since. The position peaked at $3.09M in Q4 2022. 92 funds tracked by Wall St. Rank hold IAI as of Q1 2024.

Cetera Advisor Networks held 7,359 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $854K as of Q1 2024.
Cetera Advisor Networks sold 1,499 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2024, an estimated $163K.
iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1578 holding.
Cetera Advisor Networks first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2018 and has held it in 14 quarters since.
Cetera Advisor Networks's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $3.09M in Q4 2022.
92 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.