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Centricity Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Centricity Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$119K Hold
553
– – 0.1% 109
2025
Q1 		$110K Hold
553
– – 0.1% 108
2024
Q4 		$122K Buy
+553
New +$122K 0.11% 101