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Cetera Advisor Networks’s iShares US Basic Materials ETF IYM Stock Holding History

Cetera Advisor Networks’s Portfolio IYM Stock Details IYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.38M Sell
9,344
-95
-1% -$13K 0.01% 1251
2023
Q4 		$1.3M Sell
9,439
-3,890
-29% -$499K 0.01% 1209
2023
Q3 		$1.68M Sell
13,329
-27,157
-67% -$3.59M 0.01% 976
2023
Q2 		$5.39M Buy
40,486
+655
+2% +$84.4K 0.04% 457
2023
Q1 		$5.28M Buy
39,831
+31,939
+405% +$4.25M 0.04% 456
2022
Q4 		$985K Sell
7,892
-494
-6% -$60.8K 0.01% 1203
2022
Q3 		$907K Sell
8,386
-42,197
-83% -$5.06M 0.01% 924
2022
Q2 		$5.96M Sell
50,583
-22,576
-31% -$3.12M 0.08% 268
2022
Q1 		$10.9M Sell
73,159
-5,562
-7% -$768K 0.13% 167
2021
Q4 		$11M Buy
78,721
+10,554
+15% +$1.42M 0.14% 164
2021
Q3 		$8.49M Buy
68,167
+3,555
+6% +$464K 0.11% 186
2021
Q2 		$8.42M Buy
64,612
+56,708
+717% +$7.58M 0.12% 180
2021
Q1 		$993K Buy
7,904
+2,355
+42% +$281K 0.02% 588
2020
Q4 		$629K Buy
5,549
+171
+3% +$18.2K 0.01% 694
2020
Q3 		$531K Buy
5,378
+201
+4% +$19.7K 0.01% 691
2020
Q2 		$462K Hold
5,177
– – 0.01% 727
2020
Q1 		$359K Sell
5,177
-150
-3% -$12.9K 0.01% 734
2019
Q4 		$523K Sell
5,327
-169
-3% -$15.9K 0.01% 719
2019
Q3 		$506K Sell
5,496
-379
-6% -$34.9K 0.02% 697
2019
Q2 		$560K Sell
5,875
-100
-2% -$9.18K 0.02% 639
2019
Q1 		$546K Buy
5,975
+539
+10% +$48.4K 0.02% 632
2018
Q4 		$456K Sell
5,436
-711
-12% -$63.6K 0.02% 613
2018
Q3 		$607K Buy
6,147
+116
+2% +$11.7K 0.02% 571
2018
Q2 		$598K Sell
6,031
-842
-12% -$84.2K 0.03% 425
2018
Q1 		$661K Sell
6,873
-1,865
-21% -$191K 0.03% 424
2017
Q4 		$894K Buy
8,738
+3,225
+58% +$320K 0.04% 394
2017
Q3 		$530K Sell
5,513
-3,854
-41% -$356K 0.02% 510
2017
Q2 		$837K Buy
9,367
+4,102
+78% +$365K 0.04% 365
2017
Q1 		$469K Sell
5,265
-174
-3% -$15.2K 0.02% 524
2016
Q4 		$452K Sell
5,439
-6,369
-54% -$515K 0.02% 520
2016
Q3 		$933K Buy
11,808
+4,680
+66% +$371K 0.04% 399
2016
Q2 		$543K Buy
7,128
+971
+16% +$74.1K 0.03% 426
2016
Q1 		$450K Hold
6,157
– – 0.03% 467
2015
Q4 		$436K Buy
6,157
+211
+4% +$15.2K 0.03% 478
2015
Q3 		$384K Buy
5,946
+3,174
+115% +$230K 0.03% 502
2015
Q2 		$226K Hold
2,772
– – 0.01% 717
2015
Q1 		$226K Sell
2,772
-20
-0.7% -$1.66K 0.01% 721
2014
Q4 		$232K Sell
2,792
-305
-10% -$25.4K 0.02% 706
2014
Q3 		$268K Hold
3,097
– – 0.02% 647
2014
Q2 		$271K Hold
3,097
– – 0.02% 642
2014
Q1 		$257K Sell
3,097
-986
-24% -$79.8K 0.02% 626
2013
Q4 		$332K Buy
4,083
+515
+14% +$39.9K 0.03% 525
2013
Q3 		$263K Buy
+3,568
New +$256K 0.02% 528

Other funds holding IYM

PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Cetera Advisor Networks reduced its iShares US Basic Materials ETF (IYM) stake by 1% in Q1 2024, selling an estimated $13K and leaving 9,344 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #1251.

Cetera Advisor Networks first reported a position in IYM in Q3 2013 and has held it in 43 quarters since. The position peaked at $11M in Q4 2021. 198 funds tracked by Wall St. Rank hold IYM as of Q1 2024.

  • Cetera Advisor Networks held 9,344 shares of iShares US Basic Materials ETF worth $1.38M as of Q1 2024.
  • Cetera Advisor Networks sold 95 iShares US Basic Materials ETF shares in Q1 2024, an estimated $13K.
  • iShares US Basic Materials ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1251 holding.
  • Cetera Advisor Networks first reported a position in iShares US Basic Materials ETF in Q3 2013 and has held it in 43 quarters since.
  • Cetera Advisor Networks's iShares US Basic Materials ETF position peaked at $11M in Q4 2021.
  • 198 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2024.

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