Centricity Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Centricity Wealth Management's IVV Position: Q2 2025 in Review
Centricity Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 2% in Q2 2025, buying an estimated $87.8K and bringing the position to 7,651 shares worth $4.75M. The position accounts for 3.8% of the portfolio, ranked #6.
Centricity Wealth Management first reported a position in IVV in Q4 2024 and has held it in 3 quarters since. 3,621 funds tracked by Wall St. Rank hold IVV as of Q2 2025.
- Centricity Wealth Management held 7,651 shares of iShares Core S&P 500 ETF worth $4.75M as of Q2 2025.
- Centricity Wealth Management bought 153 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $87.8K.
- iShares Core S&P 500 ETF made up 3.8% of Centricity Wealth Management's portfolio in Q2 2025, its #6 holding.
- Centricity Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 3 quarters since.
- 3,621 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.
Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.