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Centerline Wealth Advisors’s iShares Global Financials ETF IXG Stock Holding History

Centerline Wealth Advisors’s Portfolio IXG Stock Details IXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,027
Closed -$231K – 80
2026
Q1 		$231K Buy
+2,027
New +$241K 0.08% 70

Other funds holding IXG

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $501M AUM 23.49% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Centerline Wealth Advisors's IXG Position: Q2 2026 in Review

Centerline Wealth Advisors sold out of iShares Global Financials ETF (IXG) in Q2 2026, closing a stake of 2,027 shares — an estimated $231K sold.

Centerline Wealth Advisors first reported a position in IXG in Q1 2026 and held it in 1 quarter. The position peaked at $231K in Q1 2026. 32 funds tracked by Wall St. Rank hold IXG as of Q2 2026.

  • Centerline Wealth Advisors reported no remaining iShares Global Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Centerline Wealth Advisors sold 2,027 iShares Global Financials ETF shares in Q2 2026, an estimated $231K.
  • Centerline Wealth Advisors first reported a position in iShares Global Financials ETF in Q1 2026 and held it in 1 quarter.
  • Centerline Wealth Advisors's iShares Global Financials ETF position peaked at $231K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.