Cetera Advisor Networks’s iShares Dow Jones US ETF IYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.33M | Buy |
10,416
+502
| +5% | +$61.1K | 0.01% | 1274 |
|
|
2023
Q4 | $1.16M | Buy |
9,914
+238
| +2% | +$25.9K | 0.01% | 1280 |
|
|
2023
Q3 | $1.01M | Buy |
9,676
+677
| +8% | +$73.6K | 0.01% | 1273 |
|
|
2023
Q2 | $975K | Sell |
8,999
-394
| -4% | -$40.3K | 0.01% | 1277 |
|
|
2023
Q1 | $940K | Sell |
9,393
-231
| -2% | -$22.6K | 0.01% | 1280 |
|
|
2022
Q4 | $899K | Buy |
9,624
+576
| +6% | +$54.2K | 0.01% | 1243 |
|
|
2022
Q3 | $793K | Buy |
9,048
+12
| +0.1% | +$1.17K | 0.01% | 1004 |
|
|
2022
Q2 | $835K | Sell |
9,036
-1,901
| -17% | -$191K | 0.01% | 970 |
|
|
2022
Q1 | $1.22M | Sell |
10,937
-24
| -0.2% | -$2.64K | 0.01% | 819 |
|
|
2021
Q4 | $1.29M | Buy |
10,961
+1,922
| +21% | +$221K | 0.02% | 786 |
|
|
2021
Q3 | $975K | Buy |
9,039
+4,409
| +95% | +$489K | 0.01% | 855 |
|
|
2021
Q2 | $500K | Buy |
+4,630
| New | +$486K | 0.01% | 1179 |
|
|
2021
Q1 | – | Sell |
-2,964
| Closed | -$280K | – | 1511 |
|
|
2020
Q4 | $280K | Sell |
2,964
-3,940
| -57% | -$350K | 0.01% | 1085 |
|
|
2020
Q3 | $575K | Hold |
6,904
| – | – | 0.02% | 656 |
|
|
2020
Q2 | $528K | Buy |
+6,904
| New | +$498K | 0.01% | 676 |
|
|
2018
Q4 | – | Sell |
-4,532
| Closed | -$330K | – | 1091 |
|
|
2018
Q3 | $330K | Sell |
4,532
-4,108
| -48% | -$293K | 0.01% | 807 |
|
|
2018
Q2 | $590K | Buy |
8,640
+1,406
| +19% | +$95.3K | 0.03% | 429 |
|
|
2018
Q1 | $477K | Buy |
7,234
+3,618
| +100% | +$247K | 0.02% | 516 |
|
|
2017
Q4 | $241K | Sell |
3,616
-10,798
| -75% | -$704K | 0.01% | 830 |
|
|
2017
Q3 | $908K | Buy |
+14,414
| New | +$890K | 0.04% | 353 |
|
|
2017
Q2 | – | Sell |
-3,512
| Closed | -$208K | – | 941 |
|
|
2017
Q1 | $208K | Sell |
3,512
-16,528
| -82% | -$964K | 0.01% | 832 |
|
|
2016
Q4 | $1.13M | Buy |
20,040
+9,130
| +84% | +$500K | 0.06% | 273 |
|
|
2016
Q3 | $592K | Sell |
10,910
-6,930
| -39% | -$375K | 0.02% | 544 |
|
|
2016
Q2 | $934K | Buy |
17,840
+2,194
| +14% | +$114K | 0.05% | 304 |
|
|
2016
Q1 | $803K | Buy |
+15,646
| New | +$759K | 0.05% | 331 |
|
|
2015
Q1 | – | Sell |
-4,432
| Closed | -$230K | – | 865 |
|
|
2014
Q4 | $230K | Sell |
4,432
-490
| -10% | -$24.8K | 0.02% | 709 |
|
|
2014
Q3 | $244K | Sell |
4,922
-1,666
| -25% | -$83.1K | 0.02% | 680 |
|
|
2014
Q2 | $327K | Hold |
6,588
| – | – | 0.02% | 592 |
|
|
2014
Q1 | $312K | Buy |
6,588
+384
| +6% | +$17.9K | 0.02% | 573 |
|
|
2013
Q4 | $291K | Buy |
6,204
+1,000
| +19% | +$44.8K | 0.02% | 564 |
|
|
2013
Q3 | $222K | Sell |
5,204
-8,070
| -61% | -$342K | 0.02% | 593 |
|
|
2013
Q2 | $535K | Buy |
+13,274
| New | +$538K | 0.05% | 307 |
|
Other funds holding IYY
SC
SFS
Cetera Advisor Networks's IYY Position: Q1 2024 in Review
Cetera Advisor Networks increased its iShares Dow Jones US ETF (IYY) stake by 5.1% in Q1 2024, buying an estimated $61.1K and bringing the position to 10,416 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #1274.
Cetera Advisor Networks first reported a position in IYY in Q2 2013 and has held it in 32 quarters since. 224 funds tracked by Wall St. Rank hold IYY as of Q1 2024.
- Cetera Advisor Networks held 10,416 shares of iShares Dow Jones US ETF worth $1.33M as of Q1 2024.
- Cetera Advisor Networks bought 502 iShares Dow Jones US ETF shares in Q1 2024, an estimated $61.1K.
- iShares Dow Jones US ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1274 holding.
- Cetera Advisor Networks first reported a position in iShares Dow Jones US ETF in Q2 2013 and has held it in 32 quarters since.
- 224 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2024.
Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.