A detailed history of Centricity Wealth Management, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 1,621 shares of IUSG stock, worth $267,594. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,621
Previous 1,988 18.46%
Holding current value
$267,594
Previous $253 Million 3.5%
% of portfolio
0.19%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025

SELL
$113.67 - $150.4 $41,716 - $55,196
-367 Reduced 18.46%
1,621 $244 Million
Q1 2025

Apr 14, 2025

BUY
$126.86 - $146.45 $22,834 - $26,360
180 Added 9.96%
1,988 $253 Million
Q4 2024

Feb 03, 2025

BUY
$129.96 - $144.97 $234,967 - $262,105
1,808 New
1,808 $252 Million

Others Institutions Holding IUSG

About ISHARES CORE S&P U.S GROWTH ET


  • Ticker IUSG
  • Sector ETFs
  • Industry ETFs
More about IUSG
Track This Portfolio

Track Centricity Wealth Management, LLC Portfolio

Follow Centricity Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Centricity Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Centricity Wealth Management, LLC with notifications on news.