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Cetera Advisor Networks’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Cetera Advisor Networks’s Portfolio ILCB Stock Details ILCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$513K Buy
7,078
+120
+2% +$8.27K ﹤0.01% 1920
2023
Q4 		$458K Sell
6,958
-260
-4% -$16K ﹤0.01% 1953
2023
Q3 		$425K Sell
7,218
-2,002
-22% -$123K ﹤0.01% 1890
2023
Q2 		$563K Buy
9,220
+263
+3% +$15.2K ﹤0.01% 1635
2023
Q1 		$505K Sell
8,957
-275
-3% -$15.1K ﹤0.01% 1685
2022
Q4 		$486K Sell
9,232
-840
-8% -$44.5K ﹤0.01% 1665
2022
Q3 		$497K Buy
10,072
+2,457
+32% +$135K 0.01% 1294
2022
Q2 		$396K Buy
7,615
+748
+11% +$42.3K 0.01% 1436
2022
Q1 		$432K Sell
6,867
-340
-5% -$21K 0.01% 1389
2021
Q4 		$479K Sell
7,207
-155
-2% -$10K 0.01% 1305
2021
Q3 		$447K Sell
7,362
-746
-9% -$46.6K 0.01% 1287
2021
Q2 		$492K Sell
8,108
-100
-1% -$5.9K 0.01% 1191
2021
Q1 		$460K Sell
8,208
-76
-0.9% -$4.18K 0.01% 921
2020
Q4 		$449K Hold
8,284
– – 0.01% 836
2020
Q3 		$404K Sell
8,284
-13,100
-61% -$625K 0.01% 792
2020
Q2 		$933K Buy
21,384
+200
+0.9% +$8.26K 0.02% 485
2020
Q1 		$776K Hold
21,184
– – 0.03% 475
2019
Q4 		$978K Sell
21,184
-120
-0.6% -$5.26K 0.03% 499
2019
Q3 		$896K Buy
21,304
+120
+0.6% +$4.99K 0.03% 500
2019
Q2 		$879K Sell
21,184
-260
-1% -$10.6K 0.03% 500
2019
Q1 		$857K Sell
21,444
-1,652
-7% -$63.4K 0.03% 477
2018
Q4 		$825K Buy
23,096
+3,180
+16% +$124K 0.03% 430
2018
Q3 		$839K Buy
19,916
+1,760
+10% +$72K 0.03% 466
2018
Q2 		$698K Buy
18,156
+160
+0.9% +$6.22K 0.03% 380
2018
Q1 		$688K Sell
17,996
-2,068
-10% -$82.8K 0.03% 413
2017
Q4 		$797K Buy
20,064
+420
+2% +$16.4K 0.03% 432
2017
Q3 		$741K Hold
19,644
– – 0.03% 415
2017
Q2 		$720K Buy
19,644
+872
+5% +$31.5K 0.03% 412
2017
Q1 		$667K Sell
18,772
-4,236
-18% -$147K 0.03% 417
2016
Q4 		$765K Buy
23,008
+8,604
+60% +$279K 0.04% 358
2016
Q3 		$462K Buy
14,404
+2,864
+25% +$91.4K 0.02% 609
2016
Q2 		$355K Sell
11,540
-3,188
-22% -$96.4K 0.02% 566
2016
Q1 		$439K Sell
14,728
-992
-6% -$28.2K 0.03% 481
2015
Q4 		$468K Sell
15,720
-4,700
-23% -$141K 0.03% 457
2015
Q3 		$571K Sell
20,420
-416
-2% -$12.4K 0.04% 389
2015
Q2 		$630K Hold
20,836
– – 0.04% 392
2015
Q1 		$630K Buy
20,836
+1,128
+6% +$34.5K 0.04% 393
2014
Q4 		$609K Sell
19,708
-2,112
-10% -$63.3K 0.04% 393
2014
Q3 		$629K Hold
21,820
– – 0.04% 388
2014
Q2 		$620K Sell
21,820
-2,664
-11% -$74.3K 0.04% 401
2014
Q1 		$678K Buy
24,484
+4,600
+23% +$123K 0.05% 363
2013
Q4 		$536K Buy
19,884
+1,064
+6% +$27.8K 0.04% 392
2013
Q3 		$466K Buy
18,820
+2,756
+17% +$68.7K 0.04% 372
2013
Q2 		$387K Buy
+16,064
New +$385K 0.04% 370

Other funds holding ILCB

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Cetera Advisor Networks increased its iShares Morningstar US Equity ETF (ILCB) stake by 1.7% in Q1 2024, buying an estimated $8.27K and bringing the position to 7,078 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #1920.

Cetera Advisor Networks first reported a position in ILCB in Q2 2013 and has held it in 44 quarters since. The position peaked at $978K in Q4 2019. 153 funds tracked by Wall St. Rank hold ILCB as of Q1 2024.

  • Cetera Advisor Networks held 7,078 shares of iShares Morningstar US Equity ETF worth $513K as of Q1 2024.
  • Cetera Advisor Networks bought 120 iShares Morningstar US Equity ETF shares in Q1 2024, an estimated $8.27K.
  • iShares Morningstar US Equity ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1920 holding.
  • Cetera Advisor Networks first reported a position in iShares Morningstar US Equity ETF in Q2 2013 and has held it in 44 quarters since.
  • Cetera Advisor Networks's iShares Morningstar US Equity ETF position peaked at $978K in Q4 2019.
  • 153 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2024.

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