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Centricity Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Centricity Wealth Management’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$154K Buy
1,830
+1,150
+169% +$96.8K 0.12% 90
2025
Q1 		$55.9K Hold
680
– – 0.05% 158
2024
Q4 		$53.7K Buy
+680
New +$53.7K 0.05% 162