Cetera Investment Advisers
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Cetera Investment Advisers’s iShares US Technology ETF IYW Stock Holding History

Cetera Investment Advisers’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$92.4M Sell
509,382
-57,585
-10% -$11.1M 0.1% 199
2025
Q4 		$113M Buy
566,967
+15,885
+3% +$3.18M 0.12% 146
2025
Q3 		$108M Sell
551,082
-127,936
-19% -$23.4M 0.13% 146
2025
Q2 		$118M Sell
679,018
-24,215
-3% -$3.67M 0.2% 96
2025
Q1 		$98.8M Buy
703,233
+10,647
+2% +$1.66M 0.19% 98
2024
Q4 		$110M Sell
692,586
-35,144
-5% -$5.56M 0.23% 82
2024
Q3 		$110M Sell
727,730
-22,311
-3% -$3.28M 0.24% 82
2024
Q2 		$113M Buy
750,041
+7,039
+0.9% +$973K 0.26% 76
2024
Q1 		$100M Buy
743,002
+422,212
+132% +$55M 0.24% 84
2023
Q4 		$39.4M Buy
320,790
+61,762
+24% +$7M 0.32% 52
2023
Q3 		$27.2M Sell
259,028
-131,849
-34% -$14.3M 0.23% 82
2023
Q2 		$42.6M Sell
390,877
-9,367
-2% -$920K 0.36% 45
2023
Q1 		$37.1M Buy
400,244
+103,554
+35% +$8.69M 0.32% 47
2022
Q4 		$22.1M Buy
296,690
+292,408
+6,829% +$22.4M 0.2% 95
2022
Q3 		$314K Sell
4,282
-29,050
-87% -$2.46M 0.01% 1238
2022
Q2 		$2.67M Sell
33,332
-13,164
-28% -$1.17M 0.04% 435
2022
Q1 		$4.79M Sell
46,496
-1,485
-3% -$152K 0.07% 289
2021
Q4 		$5.51M Sell
47,981
-21
-0% -$2.33K 0.08% 261
2021
Q3 		$4.86M Sell
48,002
-81,258
-63% -$8.48M 0.08% 275
2021
Q2 		$12.8M Buy
129,260
+49,242
+62% +$4.59M 0.21% 109
2021
Q1 		$7.02M Sell
80,018
-20,930
-21% -$1.83M 0.14% 166
2020
Q4 		$8.59M Buy
100,948
+62,828
+165% +$5.02M 0.17% 135
2020
Q3 		$2.87M Sell
38,120
-11,816
-24% -$863K 0.24% 109
2020
Q2 		$3.37M Buy
+49,936
New +$3.01M 0.31% 82

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Cetera Investment Advisers's IYW Position: Q1 2026 in Review

Cetera Investment Advisers reduced its iShares US Technology ETF (IYW) stake by 10% in Q1 2026, selling an estimated $11.1M and leaving 509,382 shares worth $92.4M. The position accounts for 0.1% of the portfolio, ranked #199.

Cetera Investment Advisers first reported a position in IYW in Q2 2020 and has held it in 24 quarters since. The position peaked at $118M in Q2 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Cetera Investment Advisers held 509,382 shares of iShares US Technology ETF worth $92.4M as of Q1 2026.
  • Cetera Investment Advisers sold 57,585 iShares US Technology ETF shares in Q1 2026, an estimated $11.1M.
  • iShares US Technology ETF made up 0.1% of Cetera Investment Advisers's portfolio in Q1 2026, its #199 holding.
  • Cetera Investment Advisers first reported a position in iShares US Technology ETF in Q2 2020 and has held it in 24 quarters since.
  • Cetera Investment Advisers's iShares US Technology ETF position peaked at $118M in Q2 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.