Cerity Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $334M | Buy |
815,660
+15,535
| +2% | +$6.16M | 0.4% | 41 |
|
|
2026
Q1 | $285M | Buy |
800,125
+55,090
| +7% | +$20.5M | 0.4% | 40 |
|
|
2025
Q4 | $278M | Sell |
745,035
-12,475
| -2% | -$4.62M | 0.41% | 42 |
|
|
2025
Q3 | $277M | Buy |
757,510
+8,149
| +1% | +$2.87M | 0.45% | 38 |
|
|
2025
Q2 | $254M | Buy |
749,361
+11,560
| +2% | +$3.63M | 0.45% | 39 |
|
|
2025
Q1 | $226M | Sell |
737,801
-252
| -0% | -$81.5K | 0.46% | 40 |
|
|
2024
Q4 | $238M | Buy |
738,053
+52,224
| +8% | +$16.9M | 0.52% | 33 |
|
|
2024
Q3 | $216M | Buy |
685,829
+20,924
| +3% | +$6.34M | 0.48% | 37 |
|
|
2024
Q2 | $198M | Sell |
664,905
-11,949
| -2% | -$3.43M | 0.52% | 34 |
|
|
2024
Q1 | $195M | Sell |
676,854
-28,306
| -4% | -$7.76M | 0.51% | 35 |
|
|
2023
Q4 | $185M | Buy |
705,160
+111,197
| +19% | +$27.2M | 0.61% | 29 |
|
|
2023
Q3 | $140M | Sell |
593,963
-121,903
| -17% | -$29.8M | 0.68% | 31 |
|
|
2023
Q2 | $174M | Sell |
715,866
-1,440
| -0.2% | -$332K | 0.68% | 29 |
|
|
2023
Q1 | $164M | Buy |
717,306
+530,937
| +285% | +$117M | 0.39% | 34 |
|
|
2022
Q4 | $155M | Sell |
186,369
-476,097
| -72% | -$101M | 1% | 12 |
|
|
2022
Q3 | $131M | Buy |
662,466
+14,994
| +2% | +$3.29M | 1.57% | 9 |
|
|
2022
Q2 | $135M | Buy |
647,472
+80,263
| +14% | +$18.1M | 1.49% | 9 |
|
|
2022
Q1 | $11.2M | Buy |
567,209
+13,808
| +2% | +$3.41M | 0.17% | 113 |
|
|
2021
Q4 | $9.97M | Buy |
553,401
+524,738
| +1,831% | +$135M | 0.15% | 122 |
|
|
2021
Q3 | $6.93M | Buy |
28,663
+1,114
| +4% | +$277K | 0.15% | 130 |
|
|
2021
Q2 | $6.67M | Buy |
27,549
+4,857
| +21% | +$1.14M | 0.15% | 133 |
|
|
2021
Q1 | $5.08M | Buy |
22,692
+3,642
| +19% | +$797K | 0.12% | 146 |
|
|
2020
Q4 | $4.04M | Buy |
19,050
+30
| +0.2% | +$5.99K | 0.13% | 137 |
|
|
2020
Q3 | $3.56M | Buy |
19,020
+258
| +1% | +$47.7K | 0.15% | 120 |
|
|
2020
Q2 | $3.22M | Sell |
18,762
-4,101
| -18% | -$663K | 0.18% | 104 |
|
|
2020
Q1 | $3.23M | Sell |
22,863
-87
| -0.4% | -$14.7K | 0.2% | 91 |
|
|
2019
Q4 | $4.09M | Buy |
22,950
+544
| +2% | +$92.8K | 0.21% | 92 |
|
|
2019
Q3 | $3.69M | Sell |
22,406
-1,706
| -7% | -$280K | 0.22% | 103 |
|
|
2019
Q2 | $3.93M | Buy |
24,112
+5,208
| +28% | +$834K | 0.25% | 95 |
|
|
2019
Q1 | $2.97M | Sell |
18,904
-6,444
| -25% | -$974K | 0.2% | 110 |
|
|
2018
Q4 | $3.52M | Buy |
25,348
+723
| +3% | +$108K | 0.24% | 99 |
|
|
2018
Q3 | $3.98M | Sell |
24,625
-962
| -4% | -$153K | 0.28% | 95 |
|
|
2018
Q2 | $3.89M | Sell |
25,587
-1,664
| -6% | -$251K | 0.29% | 90 |
|
|
2018
Q1 | $4M | Sell |
27,251
-2,933
| -10% | -$446K | 0.31% | 81 |
|
|
2017
Q4 | $4.49M | Sell |
30,184
-518
| -2% | -$75K | 0.3% | 79 |
|
|
2017
Q3 | $4.29M | Buy |
+30,702
| New | +$4.21M | 0.3% | 76 |
|
|
2017
Q2 | – | Sell |
-26,506
| Closed | -$3.48M | – | 395 |
|
|
2017
Q1 | $3.48M | Buy |
+26,506
| New | +$3.43M | 0.29% | 68 |
|
Other funds holding IWB
CCA
Cerity Partners's IWB Position: Q2 2026 in Review
Cerity Partners increased its iShares Russell 1000 ETF (IWB) stake by 1.9% in Q2 2026, buying an estimated $6.16M and bringing the position to 815,660 shares worth $334M. The position accounts for 0.4% of the portfolio, ranked #41.
Cerity Partners first reported a position in IWB in Q1 2017 and has held it in 37 quarters since. 1,442 funds tracked by Wall St. Rank hold IWB as of Q2 2026.
- Cerity Partners held 815,660 shares of iShares Russell 1000 ETF worth $334M as of Q2 2026.
- Cerity Partners bought 15,535 iShares Russell 1000 ETF shares in Q2 2026, an estimated $6.16M.
- iShares Russell 1000 ETF made up 0.4% of Cerity Partners's portfolio in Q2 2026, its #41 holding.
- Cerity Partners first reported a position in iShares Russell 1000 ETF in Q1 2017 and has held it in 37 quarters since.
- 1,442 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.