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Cetera Advisor Networks’s iShares US Technology ETF IYW Stock Holding History

Cetera Advisor Networks’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$29.8M Buy
220,798
+10,344
+5% +$1.35M 0.15% 138
2023
Q4 		$25.8M Buy
210,454
+36,002
+21% +$4.08M 0.14% 144
2023
Q3 		$18.3M Sell
174,452
-73,749
-30% -$8.02M 0.12% 186
2023
Q2 		$27M Sell
248,201
-5,533
-2% -$543K 0.19% 114
2023
Q1 		$23.5M Buy
253,734
+49,114
+24% +$4.12M 0.17% 134
2022
Q4 		$15.2M Buy
204,620
+127,627
+166% +$9.76M 0.12% 197
2022
Q3 		$5.65M Buy
76,993
+2,783
+4% +$236K 0.07% 293
2022
Q2 		$5.93M Buy
74,210
+6,691
+10% +$592K 0.08% 269
2022
Q1 		$6.96M Sell
67,519
-3,749
-5% -$383K 0.08% 245
2021
Q4 		$8.18M Buy
71,268
+608
+0.9% +$67.5K 0.1% 217
2021
Q3 		$7.16M Buy
70,660
+11,238
+19% +$1.17M 0.1% 225
2021
Q2 		$5.91M Buy
59,422
+15,270
+35% +$1.42M 0.08% 248
2021
Q1 		$3.87M Buy
44,152
+5,851
+15% +$513K 0.08% 234
2020
Q4 		$3.26M Buy
38,301
+1,985
+5% +$159K 0.08% 242
2020
Q3 		$2.73M Sell
36,316
-3,036
-8% -$222K 0.07% 247
2020
Q2 		$2.65M Buy
39,352
+2,644
+7% +$160K 0.07% 250
2020
Q1 		$1.88M Sell
36,708
-452
-1% -$26.2K 0.06% 265
2019
Q4 		$2.16M Sell
37,160
-2,376
-6% -$129K 0.06% 284
2019
Q3 		$2.01M Sell
39,536
-3,740
-9% -$190K 0.06% 277
2019
Q2 		$2.14M Buy
43,276
+376
+0.9% +$18.4K 0.07% 264
2019
Q1 		$2.04M Sell
42,900
-2,124
-5% -$94.4K 0.07% 259
2018
Q4 		$1.8M Buy
45,024
+1,232
+3% +$53.4K 0.07% 251
2018
Q3 		$2.13M Buy
43,792
+7,404
+20% +$350K 0.07% 225
2018
Q2 		$1.62M Sell
36,388
-488
-1% -$21.6K 0.08% 210
2018
Q1 		$1.55M Sell
36,876
-1,112
-3% -$47.9K 0.07% 238
2017
Q4 		$1.54M Sell
37,988
-1,444
-4% -$57.9K 0.06% 257
2017
Q3 		$1.47M Sell
39,432
-4,296
-10% -$157K 0.07% 246
2017
Q2 		$1.52M Sell
43,728
-1,408
-3% -$49.4K 0.07% 239
2017
Q1 		$1.52M Sell
45,136
-680
-1% -$22.1K 0.07% 235
2016
Q4 		$1.38M Sell
45,816
-6,148
-12% -$183K 0.07% 244
2016
Q3 		$1.55M Buy
51,964
+6,224
+14% +$178K 0.06% 274
2016
Q2 		$1.21M Sell
45,740
-1,592
-3% -$42K 0.07% 248
2016
Q1 		$1.29M Sell
47,332
-2,980
-6% -$75.3K 0.08% 231
2015
Q4 		$1.34M Sell
50,312
-1,292
-3% -$34.8K 0.09% 223
2015
Q3 		$1.27M Sell
51,604
-5,140
-9% -$133K 0.09% 227
2015
Q2 		$1.49M Hold
56,744
– – 0.1% 215
2015
Q1 		$1.49M Buy
56,744
+8,704
+18% +$229K 0.1% 215
2014
Q4 		$1.25M Sell
48,040
-41,924
-47% -$1.07M 0.09% 228
2014
Q3 		$2.27M Buy
89,964
+13,412
+18% +$335K 0.15% 145
2014
Q2 		$1.85M Sell
76,552
-760
-1% -$17.6K 0.12% 181
2014
Q1 		$1.76M Buy
77,312
+25,120
+48% +$561K 0.13% 173
2013
Q4 		$1.16M Buy
52,192
+3,368
+7% +$70.1K 0.09% 240
2013
Q3 		$964K Buy
48,824
+10,676
+28% +$207K 0.08% 235
2013
Q2 		$700K Buy
+38,148
New +$709K 0.07% 257

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Cetera Advisor Networks increased its iShares US Technology ETF (IYW) stake by 4.9% in Q1 2024, buying an estimated $1.35M and bringing the position to 220,798 shares worth $29.8M. The position accounts for 0.15% of the portfolio, ranked #138.

Cetera Advisor Networks first reported a position in IYW in Q2 2013 and has held it in 44 quarters since. 972 funds tracked by Wall St. Rank hold IYW as of Q1 2024.

  • Cetera Advisor Networks held 220,798 shares of iShares US Technology ETF worth $29.8M as of Q1 2024.
  • Cetera Advisor Networks bought 10,344 iShares US Technology ETF shares in Q1 2024, an estimated $1.35M.
  • iShares US Technology ETF made up 0.15% of Cetera Advisor Networks's portfolio in Q1 2024, its #138 holding.
  • Cetera Advisor Networks first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 44 quarters since.
  • 972 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2024.

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