Cetera Investment Advisers
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Cetera Investment Advisers’s iShares US Financials ETF IYF Stock Holding History

Cetera Investment Advisers’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.4M Sell
144,136
-1,119
-0.8% -$139K 0.02% 803
2026
Q1 		$17.1M Sell
145,255
-3,949
-3% -$490K 0.02% 756
2025
Q4 		$19.2M Sell
149,204
-11,563
-7% -$1.45M 0.02% 681
2025
Q3 		$20.4M Sell
160,767
-1,282
-0.8% -$159K 0.02% 641
2025
Q2 		$19.6M Buy
162,049
+25,082
+18% +$2.83M 0.03% 529
2025
Q1 		$15.5M Sell
136,967
-30,977
-18% -$3.55M 0.03% 553
2024
Q4 		$18.6M Buy
167,944
+36,549
+28% +$4.07M 0.04% 456
2024
Q3 		$13.7M Buy
131,395
+5,543
+4% +$556K 0.03% 569
2024
Q2 		$11.9M Buy
125,852
+1,470
+1% +$138K 0.03% 596
2024
Q1 		$11.9M Buy
124,382
+113,508
+1,044% +$10.1M 0.03% 602
2023
Q4 		$929K Sell
10,874
-2,069
-16% -$161K 0.01% 1144
2023
Q3 		$968K Buy
12,943
+3,926
+44% +$303K 0.01% 1062
2023
Q2 		$673K Sell
9,017
-3,408
-27% -$246K 0.01% 1283
2023
Q1 		$884K Buy
12,425
+1,392
+13% +$107K 0.01% 1096
2022
Q4 		$833K Buy
11,033
+3,196
+41% +$240K 0.01% 1079
2022
Q3 		$529K Sell
7,837
-3,719
-32% -$274K 0.01% 965
2022
Q2 		$809K Sell
11,556
-6,450
-36% -$492K 0.01% 876
2022
Q1 		$1.52M Buy
18,006
+41
+0.2% +$3.53K 0.02% 660
2021
Q4 		$1.56M Sell
17,965
-2,121
-11% -$185K 0.02% 638
2021
Q3 		$1.66M Sell
20,086
-1,322
-6% -$110K 0.03% 581
2021
Q2 		$1.74M Sell
21,408
-1,102
-5% -$88.6K 0.03% 564
2021
Q1 		$1.69M Sell
22,510
-13,876
-38% -$987K 0.03% 472
2020
Q4 		$2.43M Buy
36,386
+11,520
+46% +$711K 0.05% 383
2020
Q3 		$1.41M Buy
24,866
+2,802
+13% +$161K 0.12% 203
2020
Q2 		$1.22M Buy
+22,064
New +$1.18M 0.11% 205

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

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

Cetera Investment Advisers reduced its iShares US Financials ETF (IYF) stake by 0.77% in Q2 2026, selling an estimated $139K and leaving 144,136 shares worth $18.4M. The position accounts for 0.02% of the portfolio, ranked #803.

Cetera Investment Advisers first reported a position in IYF in Q2 2020 and has held it in 25 quarters since. The position peaked at $20.4M in Q3 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Cetera Investment Advisers held 144,136 shares of iShares US Financials ETF worth $18.4M as of Q2 2026.
  • Cetera Investment Advisers sold 1,119 iShares US Financials ETF shares in Q2 2026, an estimated $139K.
  • iShares US Financials ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #803 holding.
  • Cetera Investment Advisers first reported a position in iShares US Financials ETF in Q2 2020 and has held it in 25 quarters since.
  • Cetera Investment Advisers's iShares US Financials ETF position peaked at $20.4M in Q3 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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