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Cetera Investment Advisers: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cetera Investment Advisers on IYW, newest first. How the timeline and the estimate are built.

Cetera Investment Advisers held 462,996 IYW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 462,996 shares
    Change vs previous 13F -46,386 shares

    0.11% of the 13F portfolio, value $116,781,405.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 509,382 shares
    Change vs previous 13F -57,585 shares

    0.1% of the 13F portfolio, value $92,412,111.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 566,967 shares
    Change vs previous 13F +15,885 shares

    0.12% of the 13F portfolio, value $113,211,943.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 551,082 shares
    Change vs previous 13F -127,936 shares

    0.13% of the 13F portfolio, value $107,935,013.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 679,018 shares
    Change vs previous 13F -24,215 shares

    0.2% of the 13F portfolio, value $117,653,461.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 703,233 shares
    Change vs previous 13F +10,647 shares

    0.19% of the 13F portfolio, value $98,762,111.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 692,586 shares
    Change vs previous 13F -35,144 shares

    0.23% of the 13F portfolio, value $110,481,248.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 727,730 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $110,338,384.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).