Centerline Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Centerline Wealth Advisors’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.48M	Sell	25,688 -5,547	-18%	-$1.27M	2.03%	18
2026 Q1	$5.67M	Sell	31,235 -6,372	-17%	-$1.23M	2.04%	17
2025 Q4	$7.51M	Sell	37,607 -5,772	-13%	-$1.15M	2.72%	12
2025 Q3	$8.5M	Sell	43,379 -5,385	-11%	-$985K	3.7%	13
2025 Q2	$8.45M	Buy	48,764 +12,180	+33%	+$1.85M	4.15%	12
2025 Q1	$5.14M	Buy	36,584 +17	+0%	+$2.65K	3.06%	14
2024 Q4	$5.84M	Buy	+36,567	New	+$5.79M	3.42%	12

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Centerline Wealth Advisors reduced its iShares US Technology ETF (IYW) stake by 18% in Q2 2026, selling an estimated $1.27M and leaving 25,688 shares worth $6.48M. The position accounts for 2.03% of the portfolio, ranked #18.

Centerline Wealth Advisors first reported a position in IYW in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.5M in Q3 2025. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Centerline Wealth Advisors held 25,688 shares of iShares US Technology ETF worth $6.48M as of Q2 2026.
Centerline Wealth Advisors sold 5,547 iShares US Technology ETF shares in Q2 2026, an estimated $1.27M.
iShares US Technology ETF made up 2.03% of Centerline Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Centerline Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 7 quarters since.
Centerline Wealth Advisors's iShares US Technology ETF position peaked at $8.5M in Q3 2025.
1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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