SEC 13F Intelligence

Centricity Wealth Management, LLC / IUSV

Centricity Wealth Management, LLC’s Ishares Tr Position

Does Centricity Wealth Management, LLC own Ishares Tr (IUSV)? Yes — 25.9K shares worth $2M (+1.96% of its 13F portfolio) as of Q2 2025, up from 25.4K shares the prior filed quarter.

Position Value
$2M
Q2 2025
Shares
25.9K
% of Portfolio
+1.96%
Quarters Held
3
currently held

Position History IUSV

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202525.9K$2M+1.96%
Q1 202525.4K$2M+2.13%
Q4 202425.1K$2M+2.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Centricity Wealth Management, LLC’s full portfolio or all institutional holders of IUSV.