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Centerline Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

Centerline Wealth Advisors’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,860
Closed -$219K – 81
2026
Q1 		$219K Sell
1,860
-39,656
-96% -$4.92M 0.08% 71
2025
Q4 		$5.35M Buy
+41,516
New +$5.19M 1.94% 15

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Centerline Wealth Advisors sold out of iShares US Financials ETF (IYF) in Q2 2026, closing a stake of 1,860 shares — an estimated $219K sold.

Centerline Wealth Advisors first reported a position in IYF in Q4 2025 and held it in 2 quarters. The position peaked at $5.35M in Q4 2025. 461 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Centerline Wealth Advisors reported no remaining iShares US Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Centerline Wealth Advisors sold 1,860 iShares US Financials ETF shares in Q2 2026, an estimated $219K.
  • Centerline Wealth Advisors first reported a position in iShares US Financials ETF in Q4 2025 and held it in 2 quarters.
  • Centerline Wealth Advisors's iShares US Financials ETF position peaked at $5.35M in Q4 2025.
  • 461 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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