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Cetera Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Cetera Advisors’s Portfolio IYM Stock Details IYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.23M Buy
8,323
+1,145
+16% +$157K 0.01% 1054
2023
Q4 		$992K Sell
7,178
-156
-2% -$20K 0.01% 778
2023
Q3 		$926K Sell
7,334
-308
-4% -$40.7K 0.01% 752
2023
Q2 		$1.02M Sell
7,642
-26
-0.3% -$3.35K 0.02% 707
2023
Q1 		$1.02M Sell
7,668
-2,388
-24% -$317K 0.02% 685
2022
Q4 		$1.25M Buy
10,056
+3,464
+53% +$426K 0.02% 581
2022
Q3 		$713K Buy
6,592
+315
+5% +$37.7K 0.02% 635
2022
Q2 		$739K Sell
6,277
-972
-13% -$134K 0.02% 680
2022
Q1 		$1.08M Buy
7,249
+1,625
+29% +$224K 0.02% 582
2021
Q4 		$789K Buy
5,624
+54
+1% +$7.27K 0.02% 691
2021
Q3 		$694K Buy
5,570
+85
+2% +$11.1K 0.01% 738
2021
Q2 		$715K Buy
5,485
+817
+18% +$109K 0.02% 668
2021
Q1 		$586K Buy
4,668
+378
+9% +$45.2K 0.02% 677
2020
Q4 		$487K Sell
4,290
-1,812
-30% -$193K 0.02% 648
2020
Q3 		$603K Sell
6,102
-898
-13% -$88.1K 0.02% 496
2020
Q2 		$625K Buy
7,000
+3,050
+77% +$252K 0.03% 474
2020
Q1 		$274K Sell
3,950
-616
-13% -$53.1K 0.01% 621
2019
Q4 		$446K Sell
4,566
-367
-7% -$34.5K 0.02% 600
2019
Q3 		$457K Sell
4,933
-266
-5% -$24.5K 0.02% 574
2019
Q2 		$489K Sell
5,199
-55
-1% -$5.05K 0.02% 566
2019
Q1 		$484K Sell
5,254
-551
-9% -$49.5K 0.02% 506
2018
Q4 		$489K Buy
5,805
+145
+3% +$13K 0.03% 482
2018
Q3 		$558K Buy
5,660
+2,363
+72% +$238K 0.03% 525
2018
Q2 		$329K Buy
3,297
+212
+7% +$21.2K 0.02% 633
2018
Q1 		$292K Buy
3,085
+720
+30% +$73.8K 0.02% 619
2017
Q4 		$242K Sell
2,365
-13
-0.5% -$1.29K 0.01% 649
2017
Q3 		$225K Sell
2,378
-22
-0.9% -$2.03K 0.01% 712
2017
Q2 		$213K Buy
+2,400
New +$213K 0.01% 714

Other funds holding IYM

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cetera Advisors's IYM Position: Q1 2024 in Review

Cetera Advisors increased its iShares US Basic Materials ETF (IYM) stake by 16% in Q1 2024, buying an estimated $157K and bringing the position to 8,323 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #1054.

Cetera Advisors first reported a position in IYM in Q2 2017 and has held it in 28 quarters since. The position peaked at $1.25M in Q4 2022. 198 funds tracked by Wall St. Rank hold IYM as of Q1 2024.

  • Cetera Advisors held 8,323 shares of iShares US Basic Materials ETF worth $1.23M as of Q1 2024.
  • Cetera Advisors bought 1,145 iShares US Basic Materials ETF shares in Q1 2024, an estimated $157K.
  • iShares US Basic Materials ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1054 holding.
  • Cetera Advisors first reported a position in iShares US Basic Materials ETF in Q2 2017 and has held it in 28 quarters since.
  • Cetera Advisors's iShares US Basic Materials ETF position peaked at $1.25M in Q4 2022.
  • 198 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2024.

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