Cetera Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Cetera Advisors’s Portfolio IYZ Stock Details IYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$351K	Buy	+15,953	New	+$358K	﹤0.01%	1834
2019 Q3	–	Sell	-11,343	Closed	-$342K	–	933
2019 Q2	$342K	Buy	11,343 +10,399	+1,102%	+$309K	0.02%	669
2019 Q1	$27K	Buy	+944	New	+$27K	﹤0.01%	1047
2016 Q4	–	Sell	-39,701	Closed	-$1.28M	–	767
2016 Q3	$1.28M	Buy	39,701 +561	+1%	+$18.5K	0.1%	212
2016 Q2	$1.3M	Buy	+39,140	New	+$1.22M	0.1%	213

Other funds holding IYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Advisors's IYZ Position: Q1 2024 in Review

Cetera Advisors opened a new position in iShares US Telecommunications ETF (IYZ) in Q1 2024: 15,953 shares worth $351K. The stake represents ﹤0.01% of the portfolio and ranks #1834 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in IYZ as recently as Q2 2019.

Cetera Advisors first reported a position in IYZ in Q2 2016 and has held it in 5 quarters since. The position peaked at $1.3M in Q2 2016. 114 funds tracked by Wall St. Rank hold IYZ as of Q1 2024.

Cetera Advisors held 15,953 shares of iShares US Telecommunications ETF worth $351K as of Q1 2024.
iShares US Telecommunications ETF was a new Cetera Advisors position in Q1 2024.
iShares US Telecommunications ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1834 holding.
Cetera Advisors first reported a position in iShares US Telecommunications ETF in Q2 2016 and has held it in 5 quarters since.
Cetera Advisors's iShares US Telecommunications ETF position peaked at $1.3M in Q2 2016.
114 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2024.

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