Cetera Advisors’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Cetera Advisors’s Portfolio IAI Stock Details IAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$244K	Buy	+2,105	New	+$229K	﹤0.01%	2083
2022 Q4	–	Sell	-2,347	Closed	-$200K	–	1644
2022 Q3	$200K	Sell	2,347 -1,120	-32%	-$102K	0.01%	1147
2022 Q2	$291K	Sell	3,467 -58	-2%	-$5.22K	0.01%	1060
2022 Q1	$352K	Buy	3,525 +744	+27%	+$78.5K	0.01%	1034
2021 Q4	$306K	Sell	2,781 -2,239	-45%	-$248K	0.01%	1111
2021 Q3	$524K	Buy	5,020 +2,671	+114%	+$281K	0.01%	868
2021 Q2	$240K	Buy	+2,349	New	+$232K	0.01%	1151
2019 Q2	–	Sell	-17	Closed	-$1K	–	1082
2019 Q1	$1K	Buy	+17	New	+$1.02K	﹤0.01%	1223

Other funds holding IAI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisors's IAI Position: Q1 2024 in Review

Cetera Advisors opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2024: 2,105 shares worth $244K. The stake represents ﹤0.01% of the portfolio and ranks #2083 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in IAI as recently as Q3 2022.

Cetera Advisors first reported a position in IAI in Q1 2019 and has held it in 8 quarters since. The position peaked at $524K in Q3 2021. 92 funds tracked by Wall St. Rank hold IAI as of Q1 2024.

Cetera Advisors held 2,105 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $244K as of Q1 2024.
iShares US Broker-Dealers & Securities Exchanges ETF was a new Cetera Advisors position in Q1 2024.
iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2083 holding.
Cetera Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2019 and has held it in 8 quarters since.
Cetera Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $524K in Q3 2021.
92 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2024.

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