Cetera Advisor Networks’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$433K	Buy	7,701 +1	+0%	+$53	﹤0.01%	2027
2023 Q4	$413K	Sell	7,700 -152	-2%	-$7.27K	﹤0.01%	2032
2023 Q3	$370K	Buy	7,852 +150	+2%	+$7.48K	﹤0.01%	1992
2023 Q2	$383K	Hold	7,702	–	–	﹤0.01%	1910
2023 Q1	$365K	Hold	7,702	–	–	﹤0.01%	1915
2022 Q4	$351K	Sell	7,702 -500	-6%	-$23.1K	﹤0.01%	1889
2022 Q3	$350K	Buy	8,202 +152	+2%	+$7.22K	﹤0.01%	1507
2022 Q2	$356K	Sell	8,050 -520	-6%	-$25.2K	﹤0.01%	1510
2022 Q1	$459K	Buy	+8,570	New	+$455K	0.01%	1346
2020 Q3	–	Sell	-1,812	Closed	-$69K	–	2111
2020 Q2	$69K	Buy	+1,812	New	+$64.4K	﹤0.01%	1725
2015 Q1	–	Sell	-5,988	Closed	-$206K	–	863
2014 Q4	$206K	Buy	+5,988	New	+$200K	0.01%	745
2014 Q3	–	Sell	-11,632	Closed	-$398K	–	840
2014 Q2	$398K	Sell	11,632 -452	-4%	-$14.9K	0.03%	531
2014 Q1	$400K	Buy	12,084 +1,092	+10%	+$35.3K	0.03%	508
2013 Q4	$357K	Buy	10,992 +1,228	+13%	+$38K	0.03%	506
2013 Q3	$292K	Buy	9,764 +2,104	+27%	+$61.2K	0.03%	498
2013 Q2	$209K	Buy	+7,660	New	+$209K	0.02%	542

Other funds holding ISCB

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

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

MWM

Mittelman Wealth Management Andover, Massachusetts $160M AUM 13.59% 1-Year Est. Return

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

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

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

Cetera Advisor Networks increased its iShares Morningstar Small-Cap ETF (ISCB) stake by 0.01% in Q1 2024, buying an estimated $53 and bringing the position to 7,701 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #2027.

Cetera Advisor Networks first reported a position in ISCB in Q2 2013 and has held it in 16 quarters since. The position peaked at $459K in Q1 2022. 84 funds tracked by Wall St. Rank hold ISCB as of Q1 2024.

Cetera Advisor Networks held 7,701 shares of iShares Morningstar Small-Cap ETF worth $433K as of Q1 2024.
Cetera Advisor Networks bought 1 iShares Morningstar Small-Cap ETF share in Q1 2024, an estimated $53.
iShares Morningstar Small-Cap ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2027 holding.
Cetera Advisor Networks first reported a position in iShares Morningstar Small-Cap ETF in Q2 2013 and has held it in 16 quarters since.
Cetera Advisor Networks's iShares Morningstar Small-Cap ETF position peaked at $459K in Q1 2022.
84 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2024.

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