Cetera Investment Advisers
IYG icon

Cetera Investment Advisers’s iShares US Financial Services ETF IYG Stock Holding History

Cetera Investment Advisers’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.33M Sell
47,831
-3,171
-6% -$278K ﹤0.01% 1730
2026
Q1 		$4.23M Buy
51,002
+1,889
+4% +$166K ﹤0.01% 1632
2025
Q4 		$4.53M Sell
49,113
-344
-0.7% -$30.7K 0.01% 1526
2025
Q3 		$4.43M Buy
49,457
+5,506
+13% +$484K 0.01% 1498
2025
Q2 		$3.76M Sell
43,951
-1,468
-3% -$116K 0.01% 1379
2025
Q1 		$3.57M Buy
45,419
+314
+0.7% +$25.3K 0.01% 1336
2024
Q4 		$3.51M Buy
45,105
+19,330
+75% +$1.49M 0.01% 1257
2024
Q3 		$1.83M Sell
25,775
-6,926
-21% -$476K ﹤0.01% 1684
2024
Q2 		$2.13M Buy
32,701
+569
+2% +$37K ﹤0.01% 1523
2024
Q1 		$2.13M Buy
32,132
+27,974
+673% +$1.74M 0.01% 1497
2023
Q4 		$248K Buy
4,158
+51
+1% +$2.75K ﹤0.01% 1902
2023
Q3 		$212K Buy
4,107
+234
+6% +$12.7K ﹤0.01% 1955
2023
Q2 		$204K Buy
+3,873
New +$196K ﹤0.01% 1976
2023
Q1 		– Sell
-4,497
Closed -$236K – 2207
2022
Q4 		$236K Sell
4,497
-864
-16% -$45.3K ﹤0.01% 1806
2022
Q3 		$252K Sell
5,361
-1,263
-19% -$66.3K 0.01% 1382
2022
Q2 		$327K Sell
6,624
-6,303
-49% -$342K 0.01% 1361
2022
Q1 		$777K Buy
12,927
+3,255
+34% +$205K 0.01% 909
2021
Q4 		$623K Buy
9,672
+918
+10% +$59.8K 0.01% 1055
2021
Q3 		$549K Sell
8,754
-333
-4% -$20.9K 0.01% 1088
2021
Q2 		$561K Buy
9,087
+2,148
+31% +$131K 0.01% 1057
2021
Q1 		$396K Sell
6,939
-321
-4% -$17.4K 0.01% 1099
2020
Q4 		$363K Buy
+7,260
New +$327K 0.01% 1133

Other funds holding IYG

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Cetera Investment Advisers reduced its iShares US Financial Services ETF (IYG) stake by 6.2% in Q2 2026, selling an estimated $278K and leaving 47,831 shares worth $4.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1730.

Cetera Investment Advisers first reported a position in IYG in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.53M in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Cetera Investment Advisers held 47,831 shares of iShares US Financial Services ETF worth $4.33M as of Q2 2026.
  • Cetera Investment Advisers sold 3,171 iShares US Financial Services ETF shares in Q2 2026, an estimated $278K.
  • iShares US Financial Services ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1730 holding.
  • Cetera Investment Advisers first reported a position in iShares US Financial Services ETF in Q4 2020 and has held it in 22 quarters since.
  • Cetera Investment Advisers's iShares US Financial Services ETF position peaked at $4.53M in Q4 2025.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

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