CWM
IWB icon

Centricity Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Centricity Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$40.7K Hold
120
– – 0.03% 186
2025
Q1 		$36.8K Hold
120
– – 0.03% 196
2024
Q4 		$38.7K Buy
+120
New +$38.7K 0.04% 193