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Centerline Wealth Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Centerline Wealth Advisors’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.17M Sell
46,093
-20,227
-30% -$1.77M 1.31% 22
2026
Q1 		$5.49M Buy
66,320
+15,524
+31% +$1.36M 1.98% 18
2025
Q4 		$4.69M Buy
+50,796
New +$4.53M 1.7% 19

Other funds holding IYG

KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

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

Centerline Wealth Advisors reduced its iShares US Financial Services ETF (IYG) stake by 30% in Q2 2026, selling an estimated $1.77M and leaving 46,093 shares worth $4.17M. The position accounts for 1.31% of the portfolio, ranked #22.

Centerline Wealth Advisors first reported a position in IYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.49M in Q1 2026. 68 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Centerline Wealth Advisors held 46,093 shares of iShares US Financial Services ETF worth $4.17M as of Q2 2026.
  • Centerline Wealth Advisors sold 20,227 iShares US Financial Services ETF shares in Q2 2026, an estimated $1.77M.
  • iShares US Financial Services ETF made up 1.31% of Centerline Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Centerline Wealth Advisors first reported a position in iShares US Financial Services ETF in Q4 2025 and has held it in 3 quarters since.
  • Centerline Wealth Advisors's iShares US Financial Services ETF position peaked at $5.49M in Q1 2026.
  • 68 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

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