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Cetera Advisors’s iShares US Financials ETF IYF Stock Holding History

Cetera Advisors’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.51M Buy
15,762
+10,528
+201% +$938K 0.01% 954
2023
Q4 		$447K Sell
5,234
-1,513
-22% -$118K 0.01% 1197
2023
Q3 		$504K Sell
6,747
-35
-0.5% -$2.7K 0.01% 1067
2023
Q2 		$506K Sell
6,782
-686
-9% -$49.5K 0.01% 1052
2023
Q1 		$531K Sell
7,468
-1,145
-13% -$88.1K 0.01% 985
2022
Q4 		$650K Sell
8,613
-142
-2% -$10.6K 0.01% 846
2022
Q3 		$591K Buy
8,755
+57
+0.7% +$4.2K 0.02% 709
2022
Q2 		$609K Buy
8,698
+3,274
+60% +$250K 0.01% 760
2022
Q1 		$459K Buy
5,424
+224
+4% +$19.3K 0.01% 924
2021
Q4 		$451K Sell
5,200
-632
-11% -$55K 0.01% 935
2021
Q3 		$481K Buy
5,832
+1,845
+46% +$153K 0.01% 898
2021
Q2 		$323K Buy
3,987
+1,215
+44% +$97.7K 0.01% 1016
2021
Q1 		$208K Buy
+2,772
New +$197K 0.01% 1138
2019
Q2 		– Sell
-2,594
Closed -$153K – 1124
2019
Q1 		$153K Sell
2,594
-1,484
-36% -$86.2K 0.01% 829
2018
Q4 		$219K Sell
4,078
-826
-17% -$47.3K 0.01% 731
2018
Q3 		$297K Buy
4,904
+1,002
+26% +$61.4K 0.01% 731
2018
Q2 		$229K Buy
3,902
+100
+3% +$5.95K 0.01% 766
2018
Q1 		$224K Sell
3,802
-54
-1% -$3.28K 0.01% 700
2017
Q4 		$232K Buy
+3,856
New +$224K 0.01% 668
2016
Q2 		– Sell
-4,908
Closed -$208K – 804
2016
Q1 		$208K Sell
4,908
-290
-6% -$11.8K 0.02% 624
2015
Q4 		$229K Sell
5,198
-5,000
-49% -$223K 0.02% 606
2015
Q3 		$430K Buy
10,198
+1,670
+20% +$74.5K 0.04% 397
2015
Q2 		$380K Buy
8,528
+1,100
+15% +$49.8K 0.03% 448
2015
Q1 		$330K Sell
7,428
-300
-4% -$13.3K 0.03% 476
2014
Q4 		$348K Buy
7,728
+2,952
+62% +$128K 0.03% 442
2014
Q3 		$200K Buy
+4,776
New +$200K 0.02% 559

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Advisors's IYF Position: Q1 2024 in Review

Cetera Advisors increased its iShares US Financials ETF (IYF) stake by 201% in Q1 2024, buying an estimated $938K and bringing the position to 15,762 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #954.

Cetera Advisors first reported a position in IYF in Q3 2014 and has held it in 26 quarters since. 358 funds tracked by Wall St. Rank hold IYF as of Q1 2024.

  • Cetera Advisors held 15,762 shares of iShares US Financials ETF worth $1.51M as of Q1 2024.
  • Cetera Advisors bought 10,528 iShares US Financials ETF shares in Q1 2024, an estimated $938K.
  • iShares US Financials ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #954 holding.
  • Cetera Advisors first reported a position in iShares US Financials ETF in Q3 2014 and has held it in 26 quarters since.
  • 358 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2024.

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