Cetera Investment Advisers
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Cetera Investment Advisers’s iShares US Real Estate ETF IYR Stock Holding History

Cetera Investment Advisers’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.2M Buy
99,596
+17,783
+22% +$1.8M 0.01% 1139
2026
Q1 		$7.74M Buy
81,813
+24,249
+42% +$2.36M 0.01% 1228
2025
Q4 		$5.4M Buy
57,564
+1,132
+2% +$108K 0.01% 1415
2025
Q3 		$5.48M Sell
56,432
-19,222
-25% -$1.85M 0.01% 1349
2025
Q2 		$7.17M Buy
75,654
+38,401
+103% +$3.58M 0.01% 988
2025
Q1 		$3.57M Sell
37,253
-152,746
-80% -$14.5M 0.01% 1337
2024
Q4 		$17.7M Buy
189,999
+151,908
+399% +$15M 0.04% 468
2024
Q3 		$3.88M Buy
38,091
+5,848
+18% +$563K 0.01% 1152
2024
Q2 		$2.83M Buy
32,243
+1,036
+3% +$88.9K 0.01% 1315
2024
Q1 		$2.81M Buy
31,207
+25,024
+405% +$2.21M 0.01% 1328
2023
Q4 		$565K Sell
6,183
-3
-0% -$246 ﹤0.01% 1427
2023
Q3 		$483K Sell
6,186
-1,061
-15% -$90.4K ﹤0.01% 1442
2023
Q2 		$627K Sell
7,247
-406
-5% -$34.1K 0.01% 1312
2023
Q1 		$650K Buy
7,653
+321
+4% +$28.1K 0.01% 1269
2022
Q4 		$617K Sell
7,332
-529
-7% -$44.4K 0.01% 1260
2022
Q3 		$640K Sell
7,861
-1,319
-14% -$125K 0.01% 888
2022
Q2 		$844K Sell
9,180
-41,885
-82% -$4.18M 0.01% 862
2022
Q1 		$5.53M Buy
51,065
+10,922
+27% +$1.15M 0.08% 263
2021
Q4 		$4.66M Buy
40,143
+2,763
+7% +$303K 0.07% 293
2021
Q3 		$3.83M Buy
37,380
+536
+1% +$57K 0.06% 329
2021
Q2 		$3.76M Buy
36,844
+28,983
+369% +$2.88M 0.06% 337
2021
Q1 		$723K Sell
7,861
-673
-8% -$59.1K 0.01% 798
2020
Q4 		$731K Buy
8,534
+4,273
+100% +$356K 0.01% 789
2020
Q3 		$340K Sell
4,261
-280
-6% -$22.6K 0.03% 474
2020
Q2 		$358K Sell
4,541
-472
-9% -$35.8K 0.03% 429
2020
Q1 		$349K Sell
5,013
-1,041
-17% -$92.1K 0.04% 369
2019
Q4 		$567K Buy
6,054
+2,028
+50% +$188K 0.06% 318
2019
Q3 		$375K Buy
4,026
+822
+26% +$74.9K 0.05% 361
2019
Q2 		$282K Buy
+3,204
New +$280K 0.04% 399

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

Cetera Investment Advisers increased its iShares US Real Estate ETF (IYR) stake by 22% in Q2 2026, buying an estimated $1.8M and bringing the position to 99,596 shares worth $10.2M. The position accounts for 0.01% of the portfolio, ranked #1139.

Cetera Investment Advisers first reported a position in IYR in Q2 2019 and has held it in 29 quarters since. The position peaked at $17.7M in Q4 2024. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Cetera Investment Advisers held 99,596 shares of iShares US Real Estate ETF worth $10.2M as of Q2 2026.
  • Cetera Investment Advisers bought 17,783 iShares US Real Estate ETF shares in Q2 2026, an estimated $1.8M.
  • iShares US Real Estate ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1139 holding.
  • Cetera Investment Advisers first reported a position in iShares US Real Estate ETF in Q2 2019 and has held it in 29 quarters since.
  • Cetera Investment Advisers's iShares US Real Estate ETF position peaked at $17.7M in Q4 2024.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

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