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iShares Dow Jones US Financial Svc. shares owned by Centerline Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Centerline Wealth Advisors from 13F filings

Historical chart of Centerline Wealth Advisors investment in iShares Dow Jones US Financial Svc.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial Svc. held by Centerline Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Centerline Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.7M 51k 92.25

More positions owned by Centerline Wealth Advisors

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Tcw Etf Trust Transform System (PWRD)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares A I Inno (BAI)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Ishares Tr U.s. Tech Etf (IYW)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr U.s. Finls Etf (IYF)

View all positions for Centerline Wealth Advisors

Top funds holding iShares Dow Jones US Financial Svc.

RiverFront Investment Group
Envestnet Asset Management
Goldman Sachs Group
Sagespring Wealth Partners
Royal Bank of Canada
Raymond James Financial
LPL Financial
Kozak & Associates
Baltimore-Washington Financial Advisors
Foundations Investment Advisors
Wells Fargo & Company
Jpmorgan Chase & Co
Green Harvest Asset Management
Circle Wealth Management
Mml Investors Services

View all funds holding iShares Dow Jones US Financial Svc.