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Cetera Advisor Networks’s iShares US Healthcare ETF IYH Stock Holding History

Cetera Advisor Networks’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$3.6M Sell
58,166
-10,609
-15% -$638K 0.02% 760
2023
Q4 		$3.94M Sell
68,775
-29,755
-30% -$1.62M 0.02% 687
2023
Q3 		$5.32M Buy
98,530
+1,350
+1% +$75.4K 0.03% 491
2023
Q2 		$5.45M Buy
97,180
+5,790
+6% +$322K 0.04% 453
2023
Q1 		$4.99M Buy
91,390
+13,395
+17% +$735K 0.04% 473
2022
Q4 		$4.43M Buy
77,995
+35,740
+85% +$1.97M 0.04% 492
2022
Q3 		$2.14M Buy
42,255
+19,895
+89% +$1.07M 0.03% 563
2022
Q2 		$1.2M Buy
22,360
+5,145
+30% +$282K 0.02% 800
2022
Q1 		$994K Buy
17,215
+2,715
+19% +$152K 0.01% 914
2021
Q4 		$871K Buy
14,500
+3,410
+31% +$195K 0.01% 964
2021
Q3 		$612K Buy
11,090
+1,960
+21% +$112K 0.01% 1104
2021
Q2 		$498K Buy
9,130
+4,765
+109% +$252K 0.01% 1182
2021
Q1 		$221K Sell
4,365
-750
-15% -$37.7K ﹤0.01% 1313
2020
Q4 		$252K Sell
5,115
-100
-2% -$4.72K 0.01% 1140
2020
Q3 		$237K Sell
5,215
-2,300
-31% -$104K 0.01% 1071
2020
Q2 		$324K Sell
7,515
-145
-2% -$6.12K 0.01% 875
2020
Q1 		$288K Sell
7,660
-1,150
-13% -$47.3K 0.01% 823
2019
Q4 		$380K Sell
8,810
-575
-6% -$23.2K 0.01% 850
2019
Q3 		$353K Sell
9,385
-2,960
-24% -$114K 0.01% 851
2019
Q2 		$483K Buy
12,345
+1,505
+14% +$57K 0.01% 692
2019
Q1 		$420K Sell
10,840
-2,345
-18% -$89.1K 0.01% 728
2018
Q4 		$477K Sell
13,185
-3,810
-22% -$146K 0.02% 593
2018
Q3 		$689K Buy
16,995
+7,255
+74% +$280K 0.02% 532
2018
Q2 		$347K Sell
9,740
-1,250
-11% -$44.1K 0.02% 590
2018
Q1 		$380K Sell
10,990
-1,670
-13% -$60.1K 0.02% 588
2017
Q4 		$439K Buy
12,660
+2,425
+24% +$84.2K 0.02% 609
2017
Q3 		$351K Buy
10,235
+1,280
+14% +$43.1K 0.02% 645
2017
Q2 		$295K Buy
+8,955
New +$286K 0.01% 703
2016
Q4 		– Sell
-8,370
Closed -$251K – 938
2016
Q3 		$251K Buy
+8,370
New +$256K 0.01% 843
2016
Q2 		– Sell
-12,355
Closed -$346K – 852
2016
Q1 		$346K Sell
12,355
-220
-2% -$6.09K 0.02% 555
2015
Q4 		$379K Buy
12,575
+1,765
+16% +$52.5K 0.02% 518
2015
Q3 		$302K Sell
10,810
-10,720
-50% -$334K 0.02% 570
2015
Q2 		$662K Hold
21,530
– – 0.04% 378
2015
Q1 		$662K Buy
21,530
+8,005
+59% +$242K 0.04% 379
2014
Q4 		$389K Buy
+13,525
New +$381K 0.03% 516

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

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

Cetera Advisor Networks reduced its iShares US Healthcare ETF (IYH) stake by 15% in Q1 2024, selling an estimated $638K and leaving 58,166 shares worth $3.6M. The position accounts for 0.02% of the portfolio, ranked #760.

Cetera Advisor Networks first reported a position in IYH in Q4 2014 and has held it in 35 quarters since. The position peaked at $5.45M in Q2 2023. 484 funds tracked by Wall St. Rank hold IYH as of Q1 2024.

  • Cetera Advisor Networks held 58,166 shares of iShares US Healthcare ETF worth $3.6M as of Q1 2024.
  • Cetera Advisor Networks sold 10,609 iShares US Healthcare ETF shares in Q1 2024, an estimated $638K.
  • iShares US Healthcare ETF made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #760 holding.
  • Cetera Advisor Networks first reported a position in iShares US Healthcare ETF in Q4 2014 and has held it in 35 quarters since.
  • Cetera Advisor Networks's iShares US Healthcare ETF position peaked at $5.45M in Q2 2023.
  • 484 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2024.

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