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Cetera Advisor Networks’s iShares US Financial Services ETF IYG Stock Holding History

Cetera Advisor Networks’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.79M Buy
27,006
+4,185
+18% +$260K 0.01% 1082
2023
Q4 		$1.36M Sell
22,821
-1,857
-8% -$100K 0.01% 1180
2023
Q3 		$1.27M Sell
24,678
-981
-4% -$53.1K 0.01% 1129
2023
Q2 		$1.35M Sell
25,659
-4,185
-14% -$212K 0.01% 1070
2023
Q1 		$1.5M Sell
29,844
-1,608
-5% -$87.7K 0.01% 990
2022
Q4 		$1.65M Buy
31,452
+156
+0.5% +$8.18K 0.01% 899
2022
Q3 		$1.47M Sell
31,296
-2,640
-8% -$139K 0.02% 711
2022
Q2 		$1.68M Sell
33,936
-3,954
-10% -$214K 0.02% 656
2022
Q1 		$2.28M Buy
37,890
+7,101
+23% +$448K 0.03% 569
2021
Q4 		$1.98M Buy
30,789
+4,416
+17% +$288K 0.02% 606
2021
Q3 		$1.65M Buy
26,373
+11,475
+77% +$720K 0.02% 623
2021
Q2 		$920K Buy
14,898
+6,507
+78% +$398K 0.01% 858
2021
Q1 		$479K Buy
8,391
+2,238
+36% +$121K 0.01% 898
2020
Q4 		$308K Sell
6,153
-720
-10% -$32.5K 0.01% 1023
2020
Q3 		$280K Sell
6,873
-645
-9% -$26.6K 0.01% 966
2020
Q2 		$299K Sell
7,518
-13,443
-64% -$517K 0.01% 906
2020
Q1 		$717K Sell
20,961
-5,322
-20% -$243K 0.02% 496
2019
Q4 		$1.33M Sell
26,283
-2,328
-8% -$112K 0.04% 411
2019
Q3 		$1.3M Sell
28,611
-3,099
-10% -$140K 0.04% 387
2019
Q2 		$1.42M Sell
31,710
-4,041
-11% -$177K 0.04% 346
2019
Q1 		$1.49M Sell
35,751
-2,373
-6% -$98.3K 0.05% 311
2018
Q4 		$1.43M Buy
38,124
+912
+2% +$37.6K 0.06% 291
2018
Q3 		$1.66M Buy
37,212
+2,415
+7% +$109K 0.06% 284
2018
Q2 		$1.5M Sell
34,797
-3,699
-10% -$164K 0.08% 226
2018
Q1 		$1.68M Buy
38,496
+3,303
+9% +$150K 0.07% 221
2017
Q4 		$1.53M Buy
35,193
+3,930
+13% +$164K 0.06% 258
2017
Q3 		$1.25M Sell
31,263
-789
-2% -$30.2K 0.06% 279
2017
Q2 		$1.21M Sell
32,052
-174
-0.5% -$6.33K 0.06% 284
2017
Q1 		$1.17M Buy
32,226
+3,021
+10% +$111K 0.06% 286
2016
Q4 		$1.04M Buy
29,205
+6,402
+28% +$209K 0.05% 297
2016
Q3 		$667K Sell
22,803
-1,074
-4% -$30.9K 0.03% 488
2016
Q2 		$640K Sell
23,877
-1,320
-5% -$36.9K 0.04% 380
2016
Q1 		$679K Sell
25,197
-1,566
-6% -$41.4K 0.04% 363
2015
Q4 		$800K Buy
26,763
+1,017
+4% +$30.9K 0.05% 326
2015
Q3 		$730K Buy
+25,746
New +$790K 0.05% 330

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

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

Cetera Advisor Networks increased its iShares US Financial Services ETF (IYG) stake by 18% in Q1 2024, buying an estimated $260K and bringing the position to 27,006 shares worth $1.79M. The position accounts for 0.01% of the portfolio, ranked #1082.

Cetera Advisor Networks first reported a position in IYG in Q3 2015 and has held it in 35 quarters since. The position peaked at $2.28M in Q1 2022. 226 funds tracked by Wall St. Rank hold IYG as of Q1 2024.

  • Cetera Advisor Networks held 27,006 shares of iShares US Financial Services ETF worth $1.79M as of Q1 2024.
  • Cetera Advisor Networks bought 4,185 iShares US Financial Services ETF shares in Q1 2024, an estimated $260K.
  • iShares US Financial Services ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1082 holding.
  • Cetera Advisor Networks first reported a position in iShares US Financial Services ETF in Q3 2015 and has held it in 35 quarters since.
  • Cetera Advisor Networks's iShares US Financial Services ETF position peaked at $2.28M in Q1 2022.
  • 226 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2024.

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