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Cetera Advisor Networks’s iShares US Regional Banks ETF IAT Stock Holding History

Cetera Advisor Networks’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$330K Sell
7,608
-496
-6% -$20.3K ﹤0.01% 2218
2023
Q4 		$339K Buy
8,104
+321
+4% +$11.5K ﹤0.01% 2157
2023
Q3 		$262K Buy
+7,783
New +$280K ﹤0.01% 2228
2022
Q4 		– Sell
-4,787
Closed -$229K – 2562
2022
Q3 		$229K Sell
4,787
-31,242
-87% -$1.62M ﹤0.01% 1772
2022
Q2 		$1.78M Sell
36,029
-11,879
-25% -$633K 0.02% 629
2022
Q1 		$2.82M Buy
47,908
+39,489
+469% +$2.5M 0.03% 499
2021
Q4 		$520K Buy
8,419
+919
+12% +$58.1K 0.01% 1259
2021
Q3 		$454K Buy
7,500
+3,229
+76% +$186K 0.01% 1279
2021
Q2 		$246K Buy
+4,271
New +$253K ﹤0.01% 1633
2020
Q3 		– Sell
-1,001
Closed -$34K – 2034
2020
Q2 		$34K Buy
+1,001
New +$32.7K ﹤0.01% 2110
2020
Q1 		– Sell
-4,493
Closed -$229K – 1179
2019
Q4 		$229K Buy
+4,493
New +$219K 0.01% 1089
2018
Q3 		– Sell
-12,307
Closed -$602K – 1139
2018
Q2 		$602K Sell
12,307
-279
-2% -$14.3K 0.03% 424
2018
Q1 		$643K Buy
+12,586
New +$658K 0.03% 438
2014
Q3 		– Sell
-7,038
Closed -$241K – 837
2014
Q2 		$241K Sell
7,038
-189
-3% -$6.37K 0.02% 682
2014
Q1 		$247K Sell
7,227
-1
-0% -$33 0.02% 637
2013
Q4 		$240K Sell
7,228
-4,697
-39% -$148K 0.02% 622
2013
Q3 		$356K Buy
+11,925
New +$365K 0.03% 442

Other funds holding IAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cetera Advisor Networks reduced its iShares US Regional Banks ETF (IAT) stake by 6.1% in Q1 2024, selling an estimated $20.3K and leaving 7,608 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #2218.

Cetera Advisor Networks first reported a position in IAT in Q3 2013 and has held it in 17 quarters since. The position peaked at $2.82M in Q1 2022. 159 funds tracked by Wall St. Rank hold IAT as of Q1 2024.

  • Cetera Advisor Networks held 7,608 shares of iShares US Regional Banks ETF worth $330K as of Q1 2024.
  • Cetera Advisor Networks sold 496 iShares US Regional Banks ETF shares in Q1 2024, an estimated $20.3K.
  • iShares US Regional Banks ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2218 holding.
  • Cetera Advisor Networks first reported a position in iShares US Regional Banks ETF in Q3 2013 and has held it in 17 quarters since.
  • Cetera Advisor Networks's iShares US Regional Banks ETF position peaked at $2.82M in Q1 2022.
  • 159 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2024.

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