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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

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
SCA
Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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. 124 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.
  • 124 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.