Cetera Advisor Networks’s iShares US Consumer Staples ETF IYK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$6.13M	Buy	90,630 +4,020	+5%	+$262K	0.03%	549
2023 Q4	$5.53M	Buy	86,610 +17,250	+25%	+$1.07M	0.03%	531
2023 Q3	$4.31M	Buy	69,360 +10,518	+18%	+$695K	0.03%	574
2023 Q2	$3.93M	Sell	58,842 -2,565	-4%	-$172K	0.03%	588
2023 Q1	$4.08M	Buy	61,407 +21,633	+54%	+$1.42M	0.03%	568
2022 Q4	$2.69M	Buy	39,774 +24,258	+156%	+$1.6M	0.02%	695
2022 Q3	$930K	Buy	15,516 +1,365	+10%	+$89.6K	0.01%	909
2022 Q2	$920K	Buy	14,151 +9	+0.1%	+$605	0.01%	926
2022 Q1	$945K	Buy	14,142 +4,449	+46%	+$296K	0.01%	944
2021 Q4	$647K	Buy	+9,693	New	+$607K	0.01%	1113
2020 Q3	–	Sell	-870	Closed	-$37K	–	2133
2020 Q2	$37K	Buy	+870	New	+$35.1K	﹤0.01%	2068

Other funds holding IYK

PCH

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Cetera Advisor Networks increased its iShares US Consumer Staples ETF (IYK) stake by 4.6% in Q1 2024, buying an estimated $262K and bringing the position to 90,630 shares worth $6.13M. The position accounts for 0.03% of the portfolio, ranked #549.

Cetera Advisor Networks first reported a position in IYK in Q2 2020 and has held it in 11 quarters since. 230 funds tracked by Wall St. Rank hold IYK as of Q1 2024.

Cetera Advisor Networks held 90,630 shares of iShares US Consumer Staples ETF worth $6.13M as of Q1 2024.
Cetera Advisor Networks bought 4,020 iShares US Consumer Staples ETF shares in Q1 2024, an estimated $262K.
iShares US Consumer Staples ETF made up 0.03% of Cetera Advisor Networks's portfolio in Q1 2024, its #549 holding.
Cetera Advisor Networks first reported a position in iShares US Consumer Staples ETF in Q2 2020 and has held it in 11 quarters since.
230 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2024.

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