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iShares Russell 2000 Index shares owned by Centricity Wealth Management

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Centricity Wealth Management from 13F filings

Historical chart of Centricity Wealth Management investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Centricity Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $119k 553 215.79
2025-03-31 $110k 553 199.49
2024-12-31 $122k 553 220.96

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View all positions for Centricity Wealth Management

Top funds holding iShares Russell 2000 Index

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