CWM
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Centricity Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Centricity Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.75M Buy
7,651
+153
+2% +$95K 3.8% 6
2025
Q1 		$4.21M Buy
7,498
+204
+3% +$115K 3.82% 6
2024
Q4 		$4.29M Buy
+7,294
New +$4.29M 4.01% 4