Cetera Advisor Networks’s iShares US Consumer Discretionary ETF IYC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$348K	Sell	4,251 -1,571	-27%	-$122K	﹤0.01%	2176
2023 Q4	$441K	Sell	5,822 -570	-9%	-$39.7K	﹤0.01%	1983
2023 Q3	$428K	Buy	6,392 +322	+5%	+$22.7K	﹤0.01%	1884
2023 Q2	$432K	Sell	6,070 -133	-2%	-$8.73K	﹤0.01%	1819
2023 Q1	$401K	Sell	6,203 -536	-8%	-$33.6K	﹤0.01%	1848
2022 Q4	$384K	Sell	6,739 -604	-8%	-$36.1K	﹤0.01%	1825
2022 Q3	$427K	Buy	7,343 +113	+2%	+$7.2K	0.01%	1384
2022 Q2	$410K	Sell	7,230 -489	-6%	-$31.6K	0.01%	1410
2022 Q1	$579K	Buy	7,719 +450	+6%	+$33.8K	0.01%	1214
2021 Q4	$611K	Buy	7,269 +1,164	+19%	+$96.4K	0.01%	1163
2021 Q3	$472K	Buy	6,105 +260	+4%	+$20.5K	0.01%	1260
2021 Q2	$454K	Buy	5,845 +2,178	+59%	+$167K	0.01%	1230
2021 Q1	$274K	Buy	3,667 +802	+28%	+$58.4K	0.01%	1196
2020 Q4	$202K	Buy	+2,865	New	+$190K	﹤0.01%	1253
2020 Q3	–	Sell	-2,776	Closed	-$152K	–	2130
2020 Q2	$152K	Buy	+2,776	New	+$144K	﹤0.01%	1262
2020 Q1	–	Sell	-8,376	Closed	-$476K	–	1192
2019 Q4	$476K	Buy	8,376 +1,780	+27%	+$98.8K	0.01%	761
2019 Q3	$360K	Buy	6,596 +240	+4%	+$13.2K	0.01%	846
2019 Q2	$347K	Sell	6,356 -692	-10%	-$36.8K	0.01%	843
2019 Q1	$361K	Buy	7,048 +1,156	+20%	+$56.9K	0.01%	793
2018 Q4	$266K	Buy	+5,892	New	+$286K	0.01%	813
2016 Q2	–	Sell	-8,816	Closed	-$322K	–	851
2016 Q1	$322K	Sell	8,816 -4,716	-35%	-$163K	0.02%	583
2015 Q4	$491K	Buy	+13,532	New	+$493K	0.03%	441
2015 Q3	–	Sell	-15,496	Closed	-$560K	–	850
2015 Q2	$560K	Hold	15,496	–	–	0.04%	419
2015 Q1	$560K	Buy	15,496 +4,764	+44%	+$168K	0.04%	421
2014 Q4	$370K	Buy	+10,732	New	+$347K	0.03%	533
2014 Q3	–	Sell	-7,628	Closed	-$235K	–	842
2014 Q2	$235K	Buy	7,628 +352	+5%	+$10.6K	0.02%	694
2014 Q1	$217K	Buy	+7,276	New	+$219K	0.02%	678

Other funds holding IYC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cetera Advisor Networks reduced its iShares US Consumer Discretionary ETF (IYC) stake by 27% in Q1 2024, selling an estimated $122K and leaving 4,251 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #2176.

Cetera Advisor Networks first reported a position in IYC in Q1 2014 and has held it in 27 quarters since. The position peaked at $611K in Q4 2021. 221 funds tracked by Wall St. Rank hold IYC as of Q1 2024.

Cetera Advisor Networks held 4,251 shares of iShares US Consumer Discretionary ETF worth $348K as of Q1 2024.
Cetera Advisor Networks sold 1,571 iShares US Consumer Discretionary ETF shares in Q1 2024, an estimated $122K.
iShares US Consumer Discretionary ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2176 holding.
Cetera Advisor Networks first reported a position in iShares US Consumer Discretionary ETF in Q1 2014 and has held it in 27 quarters since.
Cetera Advisor Networks's iShares US Consumer Discretionary ETF position peaked at $611K in Q4 2021.
221 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2024.

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