Cetera Investment Advisers
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Cetera Investment Advisers’s iShares US Consumer Staples ETF IYK Stock Holding History

Cetera Investment Advisers’s Portfolio IYK Stock Details IYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.4M Sell
211,879
-2,228
-1% -$159K 0.01% 904
2026
Q1 		$15M Buy
214,107
+2,935
+1% +$211K 0.02% 829
2025
Q4 		$14.1M Buy
211,172
+3,291
+2% +$223K 0.02% 838
2025
Q3 		$14.2M Buy
207,881
+35,687
+21% +$2.49M 0.02% 803
2025
Q2 		$12.1M Buy
172,194
+13,440
+8% +$947K 0.02% 722
2025
Q1 		$11.4M Buy
158,754
+13,854
+10% +$941K 0.02% 703
2024
Q4 		$9.5M Buy
144,900
+19,722
+16% +$1.35M 0.02% 723
2024
Q3 		$8.83M Sell
125,178
-5,775
-4% -$398K 0.02% 751
2024
Q2 		$8.61M Sell
130,953
-550
-0.4% -$36.6K 0.02% 736
2024
Q1 		$8.89M Buy
131,503
+94,951
+260% +$6.19M 0.02% 708
2023
Q4 		$2.34M Sell
36,552
-40,521
-53% -$2.52M 0.02% 731
2023
Q3 		$4.79M Sell
77,073
-1,677
-2% -$111K 0.04% 427
2023
Q2 		$5.26M Sell
78,750
-4,824
-6% -$324K 0.04% 396
2023
Q1 		$5.55M Buy
83,574
+1,686
+2% +$110K 0.05% 363
2022
Q4 		$5.54M Buy
81,888
+48,048
+142% +$3.16M 0.05% 356
2022
Q3 		$2.03M Sell
33,840
-11,337
-25% -$744K 0.04% 452
2022
Q2 		$2.94M Buy
45,177
+13,218
+41% +$888K 0.05% 404
2022
Q1 		$2.13M Sell
31,959
-4,638
-13% -$309K 0.03% 542
2021
Q4 		$2.44M Sell
36,597
-930
-2% -$58.3K 0.04% 485
2021
Q3 		$2.25M Sell
37,527
-2,235
-6% -$138K 0.04% 480
2021
Q2 		$2.44M Sell
39,762
-70,299
-64% -$4.23M 0.04% 447
2021
Q1 		$6.49M Buy
110,061
+12,801
+13% +$749K 0.13% 178
2020
Q4 		$5.62M Buy
97,260
+56,007
+136% +$2.97M 0.11% 194
2020
Q3 		$2.05M Sell
41,253
-3,054
-7% -$146K 0.17% 141
2020
Q2 		$1.88M Buy
+44,307
New +$1.79M 0.17% 150

Other funds holding IYK

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

Cetera Investment Advisers reduced its iShares US Consumer Staples ETF (IYK) stake by 1% in Q2 2026, selling an estimated $159K and leaving 211,879 shares worth $15.4M. The position accounts for 0.01% of the portfolio, ranked #904.

Cetera Investment Advisers first reported a position in IYK in Q2 2020 and has held it in 25 quarters since. 287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Cetera Investment Advisers held 211,879 shares of iShares US Consumer Staples ETF worth $15.4M as of Q2 2026.
  • Cetera Investment Advisers sold 2,228 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $159K.
  • iShares US Consumer Staples ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #904 holding.
  • Cetera Investment Advisers first reported a position in iShares US Consumer Staples ETF in Q2 2020 and has held it in 25 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

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