CPO
IWM icon

Cerity Partners OCIO’s iShares Russell 2000 ETF IWM Stock Holding History

Cerity Partners OCIO’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-500
Closed -$7K – 434
2022
Q3 		$7K Buy
+500
New +$91.2K ﹤0.01% 416

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cerity Partners OCIO's IWM Position: Q4 2022 in Review

Cerity Partners OCIO increased its iShares Russell 2000 ETF (IWM) stake by 0.11% in Q4 2022, buying an estimated $711 and bringing the position to 3,681 shares worth $642K. The position accounts for 0.02% of the portfolio, ranked #292.

Cerity Partners OCIO first reported a position in IWM in Q3 2013 and has held it in 37 quarters since. The position peaked at $2.33M in Q4 2020. 1,982 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

  • Cerity Partners OCIO held 3,681 shares of iShares Russell 2000 ETF worth $642K as of Q4 2022.
  • Cerity Partners OCIO bought 4 iShares Russell 2000 ETF shares in Q4 2022, an estimated $711.
  • iShares Russell 2000 ETF made up 0.02% of Cerity Partners OCIO's portfolio in Q4 2022, its #292 holding.
  • Cerity Partners OCIO first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 37 quarters since.
  • Cerity Partners OCIO's iShares Russell 2000 ETF position peaked at $2.33M in Q4 2020.
  • 1,982 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.