Cetera Investment Advisers
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Cetera Investment Advisers’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Cetera Investment Advisers’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.76M Buy
27,157
+5,347
+25% +$953K ﹤0.01% 1658
2026
Q1 		$3.58M Buy
21,810
+5,354
+33% +$936K ﹤0.01% 1745
2025
Q4 		$2.95M Buy
16,456
+2,650
+19% +$465K ﹤0.01% 1867
2025
Q3 		$2.44M Sell
13,806
-19,328
-58% -$3.36M ﹤0.01% 2003
2025
Q2 		$5.6M Sell
33,134
-4,517
-12% -$667K 0.01% 1122
2025
Q1 		$5.28M Sell
37,651
-21,285
-36% -$3.17M 0.01% 1079
2024
Q4 		$8.49M Buy
58,936
+17,395
+42% +$2.48M 0.02% 780
2024
Q3 		$5.34M Buy
41,541
+34
+0.1% +$4.2K 0.01% 971
2024
Q2 		$4.85M Buy
41,507
+30,792
+287% +$3.55M 0.01% 1017
2024
Q1 		$1.24M Buy
+10,715
New +$1.16M ﹤0.01% 1910
2023
Q2 		– Sell
-2,336
Closed -$214K – 2254
2023
Q1 		$214K Sell
2,336
-9,884
-81% -$973K ﹤0.01% 1914
2022
Q4 		$1.17M Buy
12,220
+8,483
+227% +$812K 0.01% 927
2022
Q3 		$319K Buy
+3,737
New +$342K 0.01% 1230
2022
Q1 		– Sell
-2,429
Closed -$268K – 1933
2021
Q4 		$268K Sell
2,429
-2,711
-53% -$301K ﹤0.01% 1552
2021
Q3 		$537K Buy
5,140
+139
+3% +$14.6K 0.01% 1101
2021
Q2 		$510K Sell
5,001
-2,909
-37% -$287K 0.01% 1116
2021
Q1 		$729K Buy
+7,910
New +$702K 0.01% 795

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers's IAI Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 25% in Q2 2026, buying an estimated $953K and bringing the position to 27,157 shares worth $4.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Cetera Investment Advisers first reported a position in IAI in Q1 2021 and has held it in 17 quarters since. The position peaked at $8.49M in Q4 2024. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Cetera Investment Advisers held 27,157 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $4.76M as of Q2 2026.
  • Cetera Investment Advisers bought 5,347 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $953K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1658 holding.
  • Cetera Investment Advisers first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2021 and has held it in 17 quarters since.
  • Cetera Investment Advisers's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $8.49M in Q4 2024.
  • 190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.