Cetera Investment Advisers
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Cetera Investment Advisers’s iShares US Basic Materials ETF IYM Stock Holding History

Cetera Investment Advisers’s Portfolio IYM Stock Details IYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.4M Buy
86,055
+62,640
+268% +$11.5M 0.01% 902
2026
Q1 		$4.12M Buy
23,415
+7,236
+45% +$1.27M ﹤0.01% 1657
2025
Q4 		$2.49M Sell
16,179
-172
-1% -$25.5K ﹤0.01% 2021
2025
Q3 		$2.42M Sell
16,351
-341
-2% -$49.8K ﹤0.01% 2009
2025
Q2 		$2.34M Buy
16,692
+204
+1% +$27.1K ﹤0.01% 1726
2025
Q1 		$2.22M Sell
16,488
-475
-3% -$64.7K ﹤0.01% 1668
2024
Q4 		$2.2M Sell
16,963
-464
-3% -$67K ﹤0.01% 1579
2024
Q3 		$2.62M Buy
17,427
+8
+0% +$1.14K 0.01% 1414
2024
Q2 		$2.44M Sell
17,419
-348
-2% -$50K 0.01% 1424
2024
Q1 		$2.62M Buy
17,767
+16,179
+1,019% +$2.22M 0.01% 1366
2023
Q4 		$219K Sell
1,588
-407
-20% -$52.2K ﹤0.01% 1988
2023
Q3 		$252K Sell
1,995
-15,089
-88% -$1.99M ﹤0.01% 1840
2023
Q2 		$2.27M Buy
17,084
+2,693
+19% +$347K 0.02% 711
2023
Q1 		$1.91M Buy
+14,391
New +$1.91M 0.02% 750
2022
Q2 		– Sell
-13,700
Closed -$2.05M – 1898
2022
Q1 		$2.05M Sell
13,700
-12,938
-49% -$1.79M 0.03% 554
2021
Q4 		$3.73M Buy
26,638
+2,145
+9% +$289K 0.05% 363
2021
Q3 		$3.05M Buy
24,493
+1,256
+5% +$164K 0.05% 393
2021
Q2 		$3.03M Sell
23,237
-4,378
-16% -$585K 0.05% 397
2021
Q1 		$3.47M Sell
27,615
-18,040
-40% -$2.15M 0.07% 295
2020
Q4 		$5.18M Buy
+45,655
New +$4.86M 0.1% 217

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

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

Cetera Investment Advisers increased its iShares US Basic Materials ETF (IYM) stake by 268% in Q2 2026, buying an estimated $11.5M and bringing the position to 86,055 shares worth $15.4M. The position accounts for 0.01% of the portfolio, ranked #902.

Cetera Investment Advisers first reported a position in IYM in Q4 2020 and has held it in 20 quarters since. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Cetera Investment Advisers held 86,055 shares of iShares US Basic Materials ETF worth $15.4M as of Q2 2026.
  • Cetera Investment Advisers bought 62,640 iShares US Basic Materials ETF shares in Q2 2026, an estimated $11.5M.
  • iShares US Basic Materials ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #902 holding.
  • Cetera Investment Advisers first reported a position in iShares US Basic Materials ETF in Q4 2020 and has held it in 20 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

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