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Cetera Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Cetera Advisors’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$253K Buy
+3,815
New +$237K ﹤0.01% 2061
2022
Q2 		– Sell
-3,534
Closed -$212K – 1428
2022
Q1 		$212K Buy
3,534
+66
+2% +$4.16K ﹤0.01% 1287
2021
Q4 		$223K Buy
+3,468
New +$226K ﹤0.01% 1263
2020
Q4 		– Sell
-12,969
Closed -$527K – 1053
2020
Q3 		$527K Buy
12,969
+1,425
+12% +$58.8K 0.02% 538
2020
Q2 		$459K Buy
+11,544
New +$444K 0.02% 560
2019
Q4 		– Sell
-4,371
Closed -$200K – 937
2019
Q3 		$200K Sell
4,371
-1,266
-22% -$57.1K 0.01% 829
2019
Q2 		$251K Sell
5,637
-414
-7% -$18.1K 0.01% 770
2019
Q1 		$251K Buy
+6,051
New +$251K 0.01% 696
2018
Q4 		– Sell
-5,445
Closed -$243K – 908
2018
Q3 		$243K Sell
5,445
-342
-6% -$15.5K 0.01% 810
2018
Q2 		$249K Buy
+5,787
New +$256K 0.01% 735
2018
Q1 		– Sell
-87,687
Closed -$3.81M – 828
2017
Q4 		$3.81M Buy
+87,687
New +$3.66M 0.23% 98
2016
Q2 		– Sell
-48,081
Closed -$1.29M – 805
2016
Q1 		$1.29M Buy
48,081
+2,220
+5% +$58.7K 0.11% 197
2015
Q4 		$1.36M Buy
45,861
+6,570
+17% +$199K 0.12% 194
2015
Q3 		$1.12M Buy
39,291
+105
+0.3% +$3.22K 0.11% 209
2015
Q2 		$1.22M Buy
39,186
+570
+1% +$17.7K 0.1% 213
2015
Q1 		$1.14M Buy
38,616
+3,231
+9% +$95.7K 0.11% 223
2014
Q4 		$1.08M Buy
35,385
+4,050
+13% +$119K 0.1% 229
2014
Q3 		$899K Buy
31,335
+4,020
+15% +$114K 0.07% 239
2014
Q2 		$767K Buy
27,315
+1,320
+5% +$36.3K 0.09% 265
2014
Q1 		$732K Sell
25,995
-381
-1% -$10.6K 0.1% 224
2013
Q4 		$737K Buy
26,376
+4,560
+21% +$120K 0.11% 203
2013
Q3 		$539K Buy
21,816
+1,665
+8% +$41.7K 0.1% 229
2013
Q2 		$480K Buy
+20,151
New +$465K 0.1% 228

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Cetera Advisors's IYG Position: Q1 2024 in Review

Cetera Advisors opened a new position in iShares US Financial Services ETF (IYG) in Q1 2024: 3,815 shares worth $253K. The stake represents ﹤0.01% of the portfolio and ranks #2061 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in IYG as recently as Q1 2022.

Cetera Advisors first reported a position in IYG in Q2 2013 and has held it in 23 quarters since. The position peaked at $3.81M in Q4 2017. 226 funds tracked by Wall St. Rank hold IYG as of Q1 2024.

  • Cetera Advisors held 3,815 shares of iShares US Financial Services ETF worth $253K as of Q1 2024.
  • iShares US Financial Services ETF was a new Cetera Advisors position in Q1 2024.
  • iShares US Financial Services ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2061 holding.
  • Cetera Advisors first reported a position in iShares US Financial Services ETF in Q2 2013 and has held it in 23 quarters since.
  • Cetera Advisors's iShares US Financial Services ETF position peaked at $3.81M in Q4 2017.
  • 226 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2024.

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