Centricity Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Centricity Wealth Management, LLC

  • $125 Billion
  • Q2 2025

A detailed history of Centricity Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 553 shares of IWM stock, worth $135,518. This represents 0.1% of its overall portfolio holdings.

Number of Shares
553
Previous 553 -0.0%
Holding current value
$135,518
Previous $110 Million 8.17%
% of portfolio
0.1%
Previous 0.1%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$216.13 - $242.4 $119,519 - $134,047
553 New
553 $122 Million

Others Institutions Holding IWM

# of Institutions
2,954
Shares Held
304M
Call Options Held
284M
Put Options Held
615M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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.

Choose your preferred platform and Sign Up 👇 Telegram Email