Cerity Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $148M | Buy |
1,074,898
+44,398
| +4% | +$5.86M | 0.18% | 115 |
|
|
2026
Q1 | $117M | Buy |
1,030,500
+512,738
| +99% | +$61.7M | 0.16% | 121 |
|
|
2025
Q4 | $63.8M | Buy |
517,762
+230,633
| +80% | +$28.2M | 0.09% | 191 |
|
|
2025
Q3 | $34.7M | Sell |
287,129
-34,544
| -11% | -$3.97M | 0.06% | 265 |
|
|
2025
Q2 | $35.4M | Sell |
321,673
-1,281
| -0.4% | -$127K | 0.06% | 248 |
|
|
2025
Q1 | $30M | Sell |
322,954
-10,345
| -3% | -$1.04M | 0.06% | 262 |
|
|
2024
Q4 | $33.8M | Buy |
333,299
+81,778
| +33% | +$8.16M | 0.07% | 225 |
|
|
2024
Q3 | $24.1M | Buy |
251,521
+14,187
| +6% | +$1.31M | 0.05% | 284 |
|
|
2024
Q2 | $22M | Sell |
237,334
-30,584
| -11% | -$2.64M | 0.06% | 262 |
|
|
2024
Q1 | $22.6M | Sell |
267,918
-1,476
| -0.5% | -$119K | 0.06% | 272 |
|
|
2023
Q4 | $20.2M | Buy |
269,394
+117,112
| +77% | +$8.34M | 0.07% | 242 |
|
|
2023
Q3 | $10.4M | Sell |
152,282
-142,954
| -48% | -$10.1M | 0.05% | 292 |
|
|
2023
Q2 | $20.8M | Buy |
295,236
+27,320
| +10% | +$1.81M | 0.08% | 221 |
|
|
2023
Q1 | $17.1M | Buy |
267,916
+31,373
| +13% | +$1.92M | 0.04% | 262 |
|
|
2022
Q4 | $13.8M | Buy |
236,543
+64,242
| +37% | +$3.86M | 0.09% | 216 |
|
|
2022
Q3 | $9.97M | Sell |
172,301
-28,539
| -14% | -$1.85M | 0.12% | 154 |
|
|
2022
Q2 | $12.1M | Buy |
200,840
+112,066
| +126% | +$7.42M | 0.13% | 146 |
|
|
2022
Q1 | $6.78M | Buy |
88,774
+2,174
| +3% | +$163K | 0.11% | 164 |
|
|
2021
Q4 | $7.25M | Buy |
86,600
+10,531
| +14% | +$848K | 0.11% | 158 |
|
|
2021
Q3 | $5.62M | Sell |
76,069
-299
| -0.4% | -$22.8K | 0.12% | 147 |
|
|
2021
Q2 | $5.55M | Sell |
76,368
-32,028
| -30% | -$2.22M | 0.12% | 151 |
|
|
2021
Q1 | $7.06M | Sell |
108,396
-31,821
| -23% | -$2.06M | 0.17% | 122 |
|
|
2020
Q4 | $8.95M | Buy |
140,217
+20,845
| +17% | +$1.26M | 0.29% | 75 |
|
|
2020
Q3 | $6.9M | Sell |
119,372
-5,340
| -4% | -$302K | 0.28% | 73 |
|
|
2020
Q2 | $6.47M | Sell |
124,712
-596
| -0.5% | -$28.6K | 0.36% | 55 |
|
|
2020
Q1 | $5.17M | Sell |
125,308
-3,064
| -2% | -$145K | 0.33% | 61 |
|
|
2019
Q4 | $6.21M | Buy |
128,372
+26,736
| +26% | +$1.24M | 0.32% | 64 |
|
|
2019
Q3 | $4.58M | Sell |
101,636
-840
| -0.8% | -$38K | 0.27% | 87 |
|
|
2019
Q2 | $4.59M | Buy |
102,476
+1,496
| +1% | +$65.8K | 0.29% | 85 |
|
|
2019
Q1 | $4.35M | Buy |
100,980
+4,428
| +5% | +$181K | 0.29% | 74 |
|
|
2018
Q4 | $3.64M | Buy |
96,552
+1,000
| +1% | +$40.5K | 0.24% | 96 |
|
|
2018
Q3 | $4.23M | Sell |
95,552
-196
| -0.2% | -$8.42K | 0.29% | 86 |
|
|
2018
Q2 | $3.89M | Buy |
95,748
+8,792
| +10% | +$353K | 0.29% | 89 |
|
|
2018
Q1 | $3.37M | Sell |
86,956
-4,848
| -5% | -$193K | 0.26% | 99 |
|
|
2017
Q4 | $3.51M | Buy |
91,804
+2,652
| +3% | +$99.1K | 0.24% | 97 |
|
|
2017
Q3 | $3.2M | Buy |
+89,152
| New | +$3.14M | 0.23% | 102 |
|
|
2017
Q2 | – | Sell |
-51,792
| Closed | -$1.7M | – | 394 |
|
|
2017
Q1 | $1.7M | Buy |
+51,792
| New | +$1.66M | 0.14% | 138 |
|
Other funds holding IVW
Cerity Partners's IVW Position: Q2 2026 in Review
Cerity Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 4.3% in Q2 2026, buying an estimated $5.86M and bringing the position to 1,074,898 shares worth $148M. The position accounts for 0.18% of the portfolio, ranked #115.
Cerity Partners first reported a position in IVW in Q1 2017 and has held it in 37 quarters since. 2,001 funds tracked by Wall St. Rank hold IVW as of Q2 2026.
- Cerity Partners held 1,074,898 shares of iShares S&P 500 Growth ETF worth $148M as of Q2 2026.
- Cerity Partners bought 44,398 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $5.86M.
- iShares S&P 500 Growth ETF made up 0.18% of Cerity Partners's portfolio in Q2 2026, its #115 holding.
- Cerity Partners first reported a position in iShares S&P 500 Growth ETF in Q1 2017 and has held it in 37 quarters since.
- 2,001 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.