Cetera Investment Advisers
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Cetera Investment Advisers’s iShares US Energy ETF IYE Stock Holding History

Cetera Investment Advisers’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.76M Buy
172,521
+69,742
+68% +$4.23M 0.01% 1169
2026
Q1 		$6.66M Sell
102,779
-928
-0.9% -$52.6K 0.01% 1317
2025
Q4 		$4.93M Sell
103,707
-10,556
-9% -$500K 0.01% 1468
2025
Q3 		$5.43M Sell
114,263
-21,141
-16% -$984K 0.01% 1351
2025
Q2 		$6.12M Sell
135,404
-50,117
-27% -$2.21M 0.01% 1069
2025
Q1 		$9.15M Buy
185,521
+14,166
+8% +$675K 0.02% 810
2024
Q4 		$7.81M Buy
171,355
+4,124
+2% +$198K 0.02% 823
2024
Q3 		$7.75M Sell
167,231
-1,442
-0.9% -$67.9K 0.02% 803
2024
Q2 		$8.1M Sell
168,673
-2,941
-2% -$144K 0.02% 762
2024
Q1 		$8.48M Buy
171,614
+152,513
+798% +$6.86M 0.02% 730
2023
Q4 		$843K Buy
19,101
+481
+3% +$21.6K 0.01% 1202
2023
Q3 		$883K Buy
18,620
+3,350
+22% +$155K 0.01% 1099
2023
Q2 		$654K Sell
15,270
-708
-4% -$30.3K 0.01% 1296
2023
Q1 		$699K Sell
15,978
-69,382
-81% -$3.14M 0.01% 1226
2022
Q4 		$3.97M Buy
85,360
+51,510
+152% +$2.41M 0.04% 455
2022
Q3 		$1.33M Sell
33,850
-26,050
-43% -$1.07M 0.03% 603
2022
Q2 		$2.28M Sell
59,900
-68,538
-53% -$2.91M 0.04% 482
2022
Q1 		$5.26M Buy
128,438
+11,576
+10% +$427K 0.08% 272
2021
Q4 		$3.52M Sell
116,862
-25,434
-18% -$783K 0.05% 383
2021
Q3 		$4.02M Sell
142,296
-18,708
-12% -$503K 0.06% 311
2021
Q2 		$4.68M Buy
161,004
+99,531
+162% +$2.77M 0.08% 277
2021
Q1 		$1.61M Buy
61,473
+46,606
+313% +$1.15M 0.03% 485
2020
Q4 		$301K Buy
+14,867
New +$273K 0.01% 1231

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TSW
Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Cetera Investment Advisers increased its iShares US Energy ETF (IYE) stake by 68% in Q2 2026, buying an estimated $4.23M and bringing the position to 172,521 shares worth $9.76M. The position accounts for 0.01% of the portfolio, ranked #1169.

Cetera Investment Advisers first reported a position in IYE in Q4 2020 and has held it in 23 quarters since. 328 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Cetera Investment Advisers held 172,521 shares of iShares US Energy ETF worth $9.76M as of Q2 2026.
  • Cetera Investment Advisers bought 69,742 iShares US Energy ETF shares in Q2 2026, an estimated $4.23M.
  • iShares US Energy ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1169 holding.
  • Cetera Investment Advisers first reported a position in iShares US Energy ETF in Q4 2020 and has held it in 23 quarters since.
  • 328 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

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