Cetera Advisor Networks’s iShares US Utilities ETF IDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $890K | Sell |
10,527
-1,747
| -14% | -$139K | ﹤0.01% | 1546 |
|
|
2023
Q4 | $981K | Buy |
12,274
+2,040
| +20% | +$156K | 0.01% | 1392 |
|
|
2023
Q3 | $753K | Buy |
10,234
+823
| +9% | +$66K | ﹤0.01% | 1470 |
|
|
2023
Q2 | $769K | Buy |
9,411
+15
| +0.2% | +$1.25K | 0.01% | 1420 |
|
|
2023
Q1 | $787K | Sell |
9,396
-245
| -3% | -$20.4K | 0.01% | 1390 |
|
|
2022
Q4 | $834K | Buy |
9,641
+370
| +4% | +$31.1K | 0.01% | 1277 |
|
|
2022
Q3 | $752K | Sell |
9,271
-166
| -2% | -$14.9K | 0.01% | 1045 |
|
|
2022
Q2 | $808K | Buy |
9,437
+231
| +3% | +$20.4K | 0.01% | 989 |
|
|
2022
Q1 | $838K | Buy |
9,206
+4,890
| +113% | +$416K | 0.01% | 1002 |
|
|
2021
Q4 | $382K | Buy |
4,316
+31
| +0.7% | +$2.59K | ﹤0.01% | 1454 |
|
|
2021
Q3 | $338K | Buy |
4,285
+1,038
| +32% | +$85.7K | ﹤0.01% | 1454 |
|
|
2021
Q2 | $255K | Buy |
+3,247
| New | +$263K | ﹤0.01% | 1611 |
|
|
2020
Q3 | – | Sell |
-1,996
| Closed | -$140K | – | 2053 |
|
|
2020
Q2 | $140K | Buy |
+1,996
| New | +$143K | ﹤0.01% | 1309 |
|
|
2020
Q1 | – | Sell |
-2,582
| Closed | -$210K | – | 1180 |
|
|
2019
Q4 | $210K | Sell |
2,582
-534
| -17% | -$42.6K | 0.01% | 1137 |
|
|
2019
Q3 | $254K | Sell |
3,116
-1,970
| -39% | -$153K | 0.01% | 995 |
|
|
2019
Q2 | $384K | Sell |
5,086
-14,506
| -74% | -$1.08M | 0.01% | 789 |
|
|
2019
Q1 | $1.44M | Buy |
+19,592
| New | +$1.38M | 0.05% | 315 |
|
|
2018
Q2 | – | Sell |
-4,582
| Closed | -$294K | – | 884 |
|
|
2018
Q1 | $294K | Sell |
4,582
-288
| -6% | -$18.1K | 0.01% | 672 |
|
|
2017
Q4 | $325K | Buy |
4,870
+48
| +1% | +$3.3K | 0.01% | 709 |
|
|
2017
Q3 | $322K | Buy |
4,822
+654
| +16% | +$44K | 0.01% | 669 |
|
|
2017
Q2 | $271K | Sell |
4,168
-608
| -13% | -$40K | 0.01% | 729 |
|
|
2017
Q1 | $309K | Sell |
4,776
-56
| -1% | -$3.51K | 0.01% | 688 |
|
|
2016
Q4 | $294K | Sell |
4,832
-1,138
| -19% | -$68.1K | 0.02% | 655 |
|
|
2016
Q3 | $366K | Buy |
5,970
+2,202
| +58% | +$140K | 0.01% | 687 |
|
|
2016
Q2 | $245K | Sell |
3,768
-1,220
| -24% | -$75.2K | 0.01% | 693 |
|
|
2016
Q1 | $310K | Buy |
4,988
+1,070
| +27% | +$61.5K | 0.02% | 603 |
|
|
2015
Q4 | $212K | Buy |
3,918
+56
| +1% | +$3.04K | 0.01% | 735 |
|
|
2015
Q3 | $209K | Sell |
3,862
-4,866
| -56% | -$261K | 0.01% | 712 |
|
|
2015
Q2 | $488K | Hold |
8,728
| – | – | 0.03% | 459 |
|
|
2015
Q1 | $488K | Buy |
8,728
+1,004
| +13% | +$58.2K | 0.03% | 461 |
|
|
2014
Q4 | $457K | Buy |
+7,724
| New | +$438K | 0.03% | 469 |
|
Other funds holding IDU
DWM
PCH
LIA
RJFSA
Cetera Advisor Networks's IDU Position: Q1 2024 in Review
Cetera Advisor Networks reduced its iShares US Utilities ETF (IDU) stake by 14% in Q1 2024, selling an estimated $139K and leaving 10,527 shares worth $890K. The position accounts for ﹤0.01% of the portfolio, ranked #1546.
Cetera Advisor Networks first reported a position in IDU in Q4 2014 and has held it in 31 quarters since. The position peaked at $1.44M in Q1 2019. 206 funds tracked by Wall St. Rank hold IDU as of Q1 2024.
- Cetera Advisor Networks held 10,527 shares of iShares US Utilities ETF worth $890K as of Q1 2024.
- Cetera Advisor Networks sold 1,747 iShares US Utilities ETF shares in Q1 2024, an estimated $139K.
- iShares US Utilities ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1546 holding.
- Cetera Advisor Networks first reported a position in iShares US Utilities ETF in Q4 2014 and has held it in 31 quarters since.
- Cetera Advisor Networks's iShares US Utilities ETF position peaked at $1.44M in Q1 2019.
- 206 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2024.
Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.