Cetera Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Cetera Advisors’s Portfolio IYC Stock Details IYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$644K	Buy	+7,859	New	+$613K	0.01%	1430
2020 Q4	–	Sell	-36,400	Closed	-$2.27M	–	1052
2020 Q3	$2.27M	Buy	36,400 +1,136	+3%	+$68.6K	0.09%	223
2020 Q2	$1.93M	Buy	+35,264	New	+$1.82M	0.08%	229
2019 Q2	–	Sell	-1,600	Closed	-$81K	–	1123
2019 Q1	$81K	Buy	+1,600	New	+$78.7K	﹤0.01%	919

Other funds holding IYC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Cetera Advisors's IYC Position: Q1 2024 in Review

Cetera Advisors opened a new position in iShares US Consumer Discretionary ETF (IYC) in Q1 2024: 7,859 shares worth $644K. The stake represents 0.01% of the portfolio and ranks #1430 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in IYC as recently as Q3 2020.

Cetera Advisors first reported a position in IYC in Q1 2019 and has held it in 4 quarters since. The position peaked at $2.27M in Q3 2020. 221 funds tracked by Wall St. Rank hold IYC as of Q1 2024.

Cetera Advisors held 7,859 shares of iShares US Consumer Discretionary ETF worth $644K as of Q1 2024.
iShares US Consumer Discretionary ETF was a new Cetera Advisors position in Q1 2024.
iShares US Consumer Discretionary ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1430 holding.
Cetera Advisors first reported a position in iShares US Consumer Discretionary ETF in Q1 2019 and has held it in 4 quarters since.
Cetera Advisors's iShares US Consumer Discretionary ETF position peaked at $2.27M in Q3 2020.
221 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2024.

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