Cetera Advisors’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $929K | Buy |
10,336
+4,579
| +80% | +$405K | 0.01% | 1200 |
|
|
2023
Q4 | $526K | Sell |
5,757
-1,399
| -20% | -$115K | 0.01% | 1095 |
|
|
2023
Q3 | $559K | Sell |
7,156
-3,063
| -30% | -$261K | 0.01% | 996 |
|
|
2023
Q2 | $884K | Sell |
10,219
-14,759
| -59% | -$1.24M | 0.01% | 766 |
|
|
2023
Q1 | $2.12M | Buy |
24,978
+1,521
| +6% | +$133K | 0.04% | 428 |
|
|
2022
Q4 | $1.97M | Sell |
23,457
-5,909
| -20% | -$496K | 0.04% | 450 |
|
|
2022
Q3 | $2.39M | Sell |
29,366
-465
| -2% | -$44K | 0.06% | 320 |
|
|
2022
Q2 | $2.74M | Buy |
29,831
+1,785
| +6% | +$178K | 0.06% | 312 |
|
|
2022
Q1 | $3.04M | Buy |
28,046
+1,367
| +5% | +$144K | 0.06% | 322 |
|
|
2021
Q4 | $3.1M | Buy |
26,679
+1,412
| +6% | +$155K | 0.06% | 310 |
|
|
2021
Q3 | $2.59M | Sell |
25,267
-810
| -3% | -$86.2K | 0.05% | 343 |
|
|
2021
Q2 | $2.66M | Buy |
26,077
+91
| +0.4% | +$9.03K | 0.06% | 300 |
|
|
2021
Q1 | $2.39M | Buy |
25,986
+1,250
| +5% | +$110K | 0.07% | 283 |
|
|
2020
Q4 | $2.12M | Buy |
24,736
+281
| +1% | +$23.4K | 0.07% | 265 |
|
|
2020
Q3 | $1.95M | Buy |
24,455
+2,128
| +10% | +$172K | 0.07% | 249 |
|
|
2020
Q2 | $1.76M | Buy |
22,327
+305
| +1% | +$23.1K | 0.08% | 248 |
|
|
2020
Q1 | $1.53M | Sell |
22,022
-3,128
| -12% | -$277K | 0.08% | 240 |
|
|
2019
Q4 | $2.34M | Sell |
25,150
-2,892
| -10% | -$268K | 0.1% | 205 |
|
|
2019
Q3 | $2.62M | Buy |
28,042
+316
| +1% | +$28.8K | 0.12% | 174 |
|
|
2019
Q2 | $2.42M | Sell |
27,726
-392
| -1% | -$34.3K | 0.11% | 186 |
|
|
2019
Q1 | $2.44M | Buy |
28,118
+3,961
| +16% | +$328K | 0.12% | 168 |
|
|
2018
Q4 | $1.81M | Buy |
24,157
+1,520
| +7% | +$119K | 0.11% | 193 |
|
|
2018
Q3 | $1.81M | Buy |
22,637
+4,147
| +22% | +$338K | 0.09% | 226 |
|
|
2018
Q2 | $1.49M | Buy |
18,490
+334
| +2% | +$25.7K | 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% | -$494K | 0.09% | 214 |
|
|
2017
Q3 | $1.99M | Buy |
24,895
+6,498
| +35% | +$522K | 0.12% | 183 |
|
|
2017
Q2 | $1.47M | Buy |
18,397
+1,079
| +6% | +$85.8K | 0.09% | 239 |
|
|
2017
Q1 | $1.36M | Buy |
17,318
+12,232
| +241% | +$955K | 0.09% | 237 |
|
|
2016
Q4 | $393K | Sell |
5,086
-626
| -11% | -$47.6K | 0.03% | 471 |
|
|
2016
Q3 | $457K | Buy |
5,712
+236
| +4% | +$19.5K | 0.04% | 438 |
|
|
2016
Q2 | $449K | Buy |
5,476
+477
| +10% | +$37.4K | 0.03% | 439 |
|
|
2016
Q1 | $391K | Buy |
4,999
+101
| +2% | +$7.33K | 0.03% | 461 |
|
|
2015
Q4 | $372K | Buy |
4,898
+134
| +3% | +$10K | 0.03% | 481 |
|
|
2015
Q3 | $339K | Sell |
4,764
-21,188
| -82% | -$1.54M | 0.03% | 457 |
|
|
2015
Q2 | $1.85M | Sell |
25,952
-1,102
| -4% | -$83.6K | 0.16% | 151 |
|
|
2015
Q1 | $2.15M | Sell |
27,054
-548
| -2% | -$43.8K | 0.2% | 132 |
|
|
2014
Q4 | $2.13M | Sell |
27,602
-15,925
| -37% | -$1.19M | 0.21% | 117 |
|
|
2014
Q3 | $3.02M | Buy |
43,527
+3,031
| +7% | +$220K | 0.23% | 75 |
|
|
2014
Q2 | $2.91M | Buy |
40,496
+23,491
| +138% | +$1.65M | 0.33% | 69 |
|
|
2014
Q1 | $1.15M | Buy |
17,005
+1,825
| +12% | +$121K | 0.16% | 147 |
|
|
2013
Q4 | $950K | Sell |
15,180
-527
| -3% | -$33.9K | 0.14% | 169 |
|
|
2013
Q3 | $998K | Sell |
15,707
-607
| -4% | -$39.7K | 0.18% | 140 |
|
|
2013
Q2 | $1.08M | Buy |
+16,314
| New | +$1.15M | 0.23% | 124 |
|
Other funds holding IYR
CWM
WI
Cetera Advisors's IYR Position: Q1 2024 in Review
Cetera Advisors increased its iShares US Real Estate ETF (IYR) stake by 80% in Q1 2024, buying an estimated $405K and bringing the position to 10,336 shares worth $929K. The position accounts for 0.01% of the portfolio, ranked #1200.
Cetera Advisors first reported a position in IYR in Q2 2013 and has held it in 44 quarters since. The position peaked at $3.1M in Q4 2021. 472 funds tracked by Wall St. Rank hold IYR as of Q1 2024.
- Cetera Advisors held 10,336 shares of iShares US Real Estate ETF worth $929K as of Q1 2024.
- Cetera Advisors bought 4,579 iShares US Real Estate ETF shares in Q1 2024, an estimated $405K.
- iShares US Real Estate ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1200 holding.
- Cetera Advisors first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 44 quarters since.
- Cetera Advisors's iShares US Real Estate ETF position peaked at $3.1M in Q4 2021.
- 472 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2024.
Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.