Cetera Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Cetera Advisors’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	$929K	Buy	10,336 +4,579	+80%	+$412K	0.01%	1200
2023 Q4	$526K	Sell	5,757 -1,399	-20%	-$128K	0.01%	1095
2023 Q3	$559K	Sell	7,156 -3,063	-30%	-$239K	0.01%	996
2023 Q2	$884K	Sell	10,219 -14,759	-59%	-$1.28M	0.01%	766
2023 Q1	$2.12M	Buy	24,978 +1,521	+6%	+$129K	0.04%	428
2022 Q4	$1.97M	Sell	23,457 -5,909	-20%	-$497K	0.04%	450
2022 Q3	$2.39M	Sell	29,366 -465	-2%	-$37.9K	0.06%	320
2022 Q2	$2.74M	Buy	29,831 +1,785	+6%	+$164K	0.06%	312
2022 Q1	$3.04M	Buy	28,046 +1,367	+5%	+$148K	0.06%	322
2021 Q4	$3.1M	Buy	26,679 +1,412	+6%	+$164K	0.06%	310
2021 Q3	$2.59M	Sell	25,267 -810	-3%	-$82.9K	0.05%	343
2021 Q2	$2.66M	Buy	26,077 +91	+0.4%	+$9.28K	0.06%	300
2021 Q1	$2.39M	Buy	25,986 +1,250	+5%	+$115K	0.07%	283
2020 Q4	$2.12M	Buy	24,736 +281	+1%	+$24.1K	0.07%	265
2020 Q3	$1.95M	Buy	24,455 +2,128	+10%	+$170K	0.07%	249
2020 Q2	$1.76M	Buy	22,327 +305	+1%	+$24K	0.08%	248
2020 Q1	$1.53M	Sell	22,022 -3,128	-12%	-$218K	0.08%	240
2019 Q4	$2.34M	Sell	25,150 -2,892	-10%	-$269K	0.1%	205
2019 Q3	$2.62M	Buy	28,042 +316	+1%	+$29.5K	0.12%	174
2019 Q2	$2.42M	Sell	27,726 -392	-1%	-$34.2K	0.11%	186
2019 Q1	$2.44M	Buy	28,118 +3,961	+16%	+$344K	0.12%	168
2018 Q4	$1.81M	Buy	24,157 +1,520	+7%	+$114K	0.11%	193
2018 Q3	$1.81M	Buy	22,637 +4,147	+22%	+$331K	0.09%	226
2018 Q2	$1.49M	Buy	18,490 +334	+2%	+$26.9K	0.09%	234
2018 Q1	$1.38M	Sell	18,156 -658	-3%	-$49.9K	0.08%	242
2017 Q4	$1.52M	Sell	18,814 -6,081	-24%	-$491K	0.09%	214
2017 Q3	$1.99M	Buy	24,895 +6,498	+35%	+$520K	0.12%	183
2017 Q2	$1.47M	Buy	18,397 +1,079	+6%	+$86K	0.09%	239
2017 Q1	$1.36M	Buy	17,318 +12,232	+241%	+$963K	0.09%	237
2016 Q4	$393K	Sell	5,086 -626	-11%	-$48.4K	0.03%	471
2016 Q3	$457K	Buy	5,712 +236	+4%	+$18.9K	0.04%	438
2016 Q2	$449K	Buy	5,476 +477	+10%	+$39.1K	0.03%	439
2016 Q1	$391K	Buy	4,999 +101	+2%	+$7.9K	0.03%	461
2015 Q4	$372K	Buy	4,898 +134	+3%	+$10.2K	0.03%	481
2015 Q3	$339K	Sell	4,764 -21,188	-82%	-$1.51M	0.03%	457
2015 Q2	$1.85M	Sell	25,952 -1,102	-4%	-$78.6K	0.16%	151
2015 Q1	$2.15M	Sell	27,054 -548	-2%	-$43.5K	0.2%	132
2014 Q4	$2.13M	Sell	27,602 -15,925	-37%	-$1.23M	0.21%	117
2014 Q3	$3.02M	Buy	43,527 +3,031	+7%	+$210K	0.23%	72
2014 Q2	$2.91M	Buy	40,496 +23,491	+138%	+$1.69M	0.33%	69
2014 Q1	$1.15M	Buy	17,005 +1,825	+12%	+$124K	0.16%	147
2013 Q4	$950K	Sell	15,180 -527	-3%	-$33K	0.14%	169
2013 Q3	$998K	Sell	15,707 -607	-4%	-$38.6K	0.18%	140
2013 Q2	$1.08M	Buy	+16,314	New	+$1.08M	0.23%	124