Centric Wealth Management's ownership history for IYY

Centric Wealth Management currently holds 5.8K shares with a market value of $970.3K. It started holding IYY on 2024-09-30. At its peak, it held 6.4K shares on 2025-03-31. Its highest holding value was $970.3K on 2025-09-30. At its lowest, it held 5.8K shares on 2025-09-30, with a value of $864.6K on 2025-03-31. In the recent 180 days, Centric Wealth Management has decreased its shares by 513. In the recent year, Centric Wealth Management has decreased its shares by 489.