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Cetera Advisor Networks’s iShares US Financials ETF IYF Stock Holding History

Cetera Advisor Networks’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$10.3M Sell
107,218
-4,173
-4% -$372K 0.05% 376
2023
Q4 		$9.51M Buy
111,391
+691
+0.6% +$53.9K 0.05% 363
2023
Q3 		$8.28M Buy
110,700
+513
+0.5% +$39.5K 0.05% 359
2023
Q2 		$8.22M Sell
110,187
-3,309
-3% -$239K 0.06% 336
2023
Q1 		$8.07M Sell
113,496
-4,706
-4% -$362K 0.06% 332
2022
Q4 		$8.92M Sell
118,202
-2,276
-2% -$171K 0.07% 292
2022
Q3 		$8.14M Buy
120,478
+4,179
+4% +$308K 0.1% 230
2022
Q2 		$8.14M Buy
116,299
+3,438
+3% +$262K 0.1% 221
2022
Q1 		$9.54M Buy
112,861
+28,672
+34% +$2.47M 0.12% 190
2021
Q4 		$7.3M Buy
84,189
+72,266
+606% +$6.29M 0.09% 245
2021
Q3 		$984K Buy
11,923
+3,879
+48% +$322K 0.01% 850
2021
Q2 		$652K Buy
+8,044
New +$647K 0.01% 1041
2020
Q3 		– Sell
-2,146
Closed -$118K – 2132
2020
Q2 		$118K Buy
+2,146
New +$115K ﹤0.01% 1404
2020
Q1 		– Sell
-2,928
Closed -$202K – 1193
2019
Q4 		$202K Buy
+2,928
New +$194K 0.01% 1154
2018
Q4 		– Sell
-6,376
Closed -$389K – 1090
2018
Q3 		$389K Buy
6,376
+2,550
+67% +$156K 0.01% 729
2018
Q2 		$225K Buy
+3,826
New +$228K 0.01% 734
2017
Q3 		– Sell
-5,426
Closed -$293K – 931
2017
Q2 		$293K Buy
5,426
+196
+4% +$10.2K 0.01% 707
2017
Q1 		$270K Buy
5,230
+248
+5% +$12.9K 0.01% 734
2016
Q4 		$251K Buy
4,982
+526
+12% +$25.1K 0.01% 712
2016
Q3 		$200K Sell
4,456
-7,964
-64% -$357K 0.01% 954
2016
Q2 		$535K Buy
12,420
+58
+0.5% +$2.51K 0.03% 434
2016
Q1 		$522K Buy
12,362
+1,660
+16% +$67.3K 0.03% 419
2015
Q4 		$471K Sell
10,702
-5,726
-35% -$255K 0.03% 454
2015
Q3 		$690K Buy
16,428
+8,680
+112% +$387K 0.05% 342
2015
Q2 		$346K Hold
7,748
– – 0.02% 575
2015
Q1 		$346K Sell
7,748
-258
-3% -$11.5K 0.02% 579
2014
Q4 		$361K Buy
+8,006
New +$348K 0.03% 538

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Cetera Advisor Networks reduced its iShares US Financials ETF (IYF) stake by 3.7% in Q1 2024, selling an estimated $372K and leaving 107,218 shares worth $10.3M. The position accounts for 0.05% of the portfolio, ranked #376.

Cetera Advisor Networks first reported a position in IYF in Q4 2014 and has held it in 27 quarters since. 358 funds tracked by Wall St. Rank hold IYF as of Q1 2024.

  • Cetera Advisor Networks held 107,218 shares of iShares US Financials ETF worth $10.3M as of Q1 2024.
  • Cetera Advisor Networks sold 4,173 iShares US Financials ETF shares in Q1 2024, an estimated $372K.
  • iShares US Financials ETF made up 0.05% of Cetera Advisor Networks's portfolio in Q1 2024, its #376 holding.
  • Cetera Advisor Networks first reported a position in iShares US Financials ETF in Q4 2014 and has held it in 27 quarters since.
  • 358 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2024.

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