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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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 +$126K 0.11% 101

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Centricity Wealth Management's IWM Position: Q2 2025 in Review

Centricity Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2025 at 553 shares worth $119K. The position accounts for 0.1% of the portfolio, ranked #109.

Centricity Wealth Management first reported a position in IWM in Q4 2024 and has held it in 3 quarters since. The position peaked at $122K in Q4 2024. 2,367 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • Centricity Wealth Management held 553 shares of iShares Russell 2000 ETF worth $119K as of Q2 2025.
  • Centricity Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q2 2025.
  • iShares Russell 2000 ETF made up 0.1% of Centricity Wealth Management's portfolio in Q2 2025, its #109 holding.
  • Centricity Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's iShares Russell 2000 ETF position peaked at $122K in Q4 2024.
  • 2,367 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.