Centricity Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Other funds holding IVW
Centricity Wealth Management's IVW Position: Q2 2025 in Review
Centricity Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 18% in Q2 2025, buying an estimated $52.7K and bringing the position to 3,442 shares worth $379K. The position accounts for 0.3% of the portfolio, ranked #54.
Centricity Wealth Management first reported a position in IVW in Q4 2024 and has held it in 3 quarters since. 1,887 funds tracked by Wall St. Rank hold IVW as of Q2 2025.
- Centricity Wealth Management held 3,442 shares of iShares S&P 500 Growth ETF worth $379K as of Q2 2025.
- Centricity Wealth Management bought 532 iShares S&P 500 Growth ETF shares in Q2 2025, an estimated $52.7K.
- iShares S&P 500 Growth ETF made up 0.3% of Centricity Wealth Management's portfolio in Q2 2025, its #54 holding.
- Centricity Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 3 quarters since.
- 1,887 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2025.
Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.