SEC 13F Intelligence

Centricity Wealth Management, LLC / IVV

Centricity Wealth Management, LLC’s Ishares Tr Position

Does Centricity Wealth Management, LLC own Ishares Tr (IVV)? Yes — 7.7K shares worth $5M (+3.80% of its 13F portfolio) as of Q2 2025, up from 7.5K shares the prior filed quarter.

Position Value
$5M
Q2 2025
Shares
7.7K
% of Portfolio
+3.80%
Quarters Held
3
currently held

Position History IVV

Reported value by quarter
Q4 ’24: $4MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $5MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20257.7K$5M+3.80%
Q1 20257.5K$4M+3.82%
Q4 20247.3K$4M+4.01%

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 IVV.