Cetera Advisor Networks’s iShares US Transportation ETF IYT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$704K	Buy	10,001 +285	+3%	+$19.3K	﹤0.01%	1690
2023 Q4	$637K	Sell	9,716 -1,256	-11%	-$75.3K	﹤0.01%	1687
2023 Q3	$641K	Buy	10,972 +1,040	+10%	+$65K	﹤0.01%	1596
2023 Q2	$620K	Buy	9,932 +84	+0.9%	+$4.82K	﹤0.01%	1576
2023 Q1	$561K	Buy	9,848 +80	+0.8%	+$4.58K	﹤0.01%	1618
2022 Q4	$521K	Sell	9,768 -5,852	-37%	-$316K	﹤0.01%	1615
2022 Q3	$768K	Sell	15,620 -1,484	-9%	-$83.9K	0.01%	1029
2022 Q2	$910K	Buy	17,104 +13,956	+443%	+$812K	0.01%	930
2022 Q1	$213K	Sell	3,148 -1,140	-27%	-$75K	﹤0.01%	1849
2021 Q4	$296K	Buy	4,288 +104	+2%	+$6.95K	﹤0.01%	1619
2021 Q3	$254K	Sell	4,184 -10,208	-71%	-$645K	﹤0.01%	1645
2021 Q2	$935K	Buy	+14,392	New	+$962K	0.01%	848
2020 Q3	–	Sell	-1,920	Closed	-$78K	–	2135
2020 Q2	$78K	Buy	+1,920	New	+$72.9K	﹤0.01%	1666
2019 Q1	–	Sell	-9,152	Closed	-$379K	–	1167
2018 Q4	$379K	Sell	9,152 -2,032	-18%	-$93.8K	0.01%	668
2018 Q3	$572K	Sell	11,184 -752	-6%	-$37.6K	0.02%	591
2018 Q2	$557K	Sell	11,936 -3,108	-21%	-$149K	0.03%	443
2018 Q1	$703K	Buy	15,044 +372	+3%	+$17.9K	0.03%	408
2017 Q4	$707K	Sell	14,672 -3,556	-20%	-$160K	0.03%	464
2017 Q3	$811K	Sell	18,228 -700	-4%	-$29.7K	0.04%	390
2017 Q2	$812K	Sell	18,928 -5,020	-21%	-$208K	0.04%	376
2017 Q1	$980K	Buy	23,948 +14,348	+149%	+$597K	0.05%	333
2016 Q4	$389K	Sell	9,600 -2,476	-21%	-$96.1K	0.02%	564
2016 Q3	$438K	Buy	12,076 +5,528	+84%	+$195K	0.02%	622
2016 Q2	$220K	Sell	6,548 -72	-1%	-$2.5K	0.01%	733
2016 Q1	$235K	Hold	6,620	–	–	0.01%	700
2015 Q4	$224K	Buy	6,620 +400	+6%	+$14.3K	0.01%	712
2015 Q3	$217K	Buy	+6,220	New	+$226K	0.01%	700
2015 Q1	–	Sell	-8,688	Closed	-$355K	–	864
2014 Q4	$355K	Buy	8,688 +748	+9%	+$29.4K	0.03%	541
2014 Q3	$301K	Sell	7,940 -192	-2%	-$7.2K	0.02%	603
2014 Q2	$296K	Buy	+8,132	New	+$286K	0.02%	620

Other funds holding IYT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

QAM

Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return

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

Cetera Advisor Networks increased its iShares US Transportation ETF (IYT) stake by 2.9% in Q1 2024, buying an estimated $19.3K and bringing the position to 10,001 shares worth $704K. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

Cetera Advisor Networks first reported a position in IYT in Q2 2014 and has held it in 30 quarters since. The position peaked at $980K in Q1 2017. 210 funds tracked by Wall St. Rank hold IYT as of Q1 2024.

Cetera Advisor Networks held 10,001 shares of iShares US Transportation ETF worth $704K as of Q1 2024.
Cetera Advisor Networks bought 285 iShares US Transportation ETF shares in Q1 2024, an estimated $19.3K.
iShares US Transportation ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1690 holding.
Cetera Advisor Networks first reported a position in iShares US Transportation ETF in Q2 2014 and has held it in 30 quarters since.
Cetera Advisor Networks's iShares US Transportation ETF position peaked at $980K in Q1 2017.
210 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2024.

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