Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Dow Jones US ETF IYY Stock Holding History

Cetera Investment Advisers’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.67M Sell
61,041
-936
-2% -$155K 0.01% 1078
2025
Q4 		$10.3M Buy
61,977
+1,879
+3% +$309K 0.01% 1012
2025
Q3 		$9.76M Buy
60,098
+939
+2% +$147K 0.01% 998
2025
Q2 		$8.93M Buy
59,159
+1,776
+3% +$247K 0.02% 885
2025
Q1 		$7.81M Buy
57,383
+6,625
+13% +$951K 0.02% 886
2024
Q4 		$7.26M Sell
50,758
-1,169
-2% -$168K 0.02% 852
2024
Q3 		$7.25M Sell
51,927
-673
-1% -$90.5K 0.02% 827
2024
Q2 		$6.96M Buy
52,600
+7,919
+18% +$1.01M 0.02% 825
2024
Q1 		$5.72M Buy
44,681
+40,851
+1,067% +$4.97M 0.01% 916
2023
Q4 		$446K Hold
3,830
– – ﹤0.01% 1544
2023
Q3 		$400K Buy
3,830
+30
+0.8% +$3.26K ﹤0.01% 1549
2023
Q2 		$412K Buy
3,800
+1,320
+53% +$135K ﹤0.01% 1559
2023
Q1 		$248K Sell
2,480
-1,400
-36% -$137K ﹤0.01% 1822
2022
Q4 		$363K Buy
3,880
+1,400
+56% +$132K ﹤0.01% 1539
2022
Q3 		$217K Sell
2,480
-1,400
-36% -$136K ﹤0.01% 1455
2022
Q2 		$358K Hold
3,880
– – 0.01% 1302
2022
Q1 		$432K Sell
3,880
-147
-4% -$16.1K 0.01% 1266
2021
Q4 		$475K Sell
4,027
-100
-2% -$11.5K 0.01% 1209
2021
Q3 		$445K Hold
4,127
– – 0.01% 1215
2021
Q2 		$446K Sell
4,127
-530
-11% -$55.7K 0.01% 1189
2021
Q1 		$465K Sell
4,657
-247
-5% -$24.1K 0.01% 1020
2020
Q4 		$463K Buy
4,904
+2,010
+69% +$179K 0.01% 994
2020
Q3 		$241K Hold
2,894
– – 0.02% 549
2020
Q2 		$222K Buy
+2,894
New +$209K 0.02% 549

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Cetera Investment Advisers reduced its iShares Dow Jones US ETF (IYY) stake by 1.5% in Q1 2026, selling an estimated $155K and leaving 61,041 shares worth $9.67M. The position accounts for 0.01% of the portfolio, ranked #1078.

Cetera Investment Advisers first reported a position in IYY in Q2 2020 and has held it in 24 quarters since. The position peaked at $10.3M in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Cetera Investment Advisers held 61,041 shares of iShares Dow Jones US ETF worth $9.67M as of Q1 2026.
  • Cetera Investment Advisers sold 936 iShares Dow Jones US ETF shares in Q1 2026, an estimated $155K.
  • iShares Dow Jones US ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1078 holding.
  • Cetera Investment Advisers first reported a position in iShares Dow Jones US ETF in Q2 2020 and has held it in 24 quarters since.
  • Cetera Investment Advisers's iShares Dow Jones US ETF position peaked at $10.3M in Q4 2025.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

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