Cerity Partners’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $178M | Buy |
592,421
+56,698
| +11% | +$15.9M | 0.22% | 98 |
|
|
2026
Q1 | $133M | Buy |
535,723
+12
| +0% | +$3.1K | 0.19% | 110 |
|
|
2025
Q4 | $132M | Buy |
535,711
+10,710
| +2% | +$2.63M | 0.19% | 102 |
|
|
2025
Q3 | $127M | Sell |
525,001
-12,356
| -2% | -$2.84M | 0.21% | 98 |
|
|
2025
Q2 | $116M | Sell |
537,357
-33,015
| -6% | -$6.64M | 0.21% | 101 |
|
|
2025
Q1 | $114M | Buy |
570,372
+24,363
| +4% | +$5.28M | 0.23% | 91 |
|
|
2024
Q4 | $121M | Buy |
546,009
+18,408
| +3% | +$4.2M | 0.26% | 81 |
|
|
2024
Q3 | $117M | Buy |
527,601
+18,277
| +4% | +$3.91M | 0.26% | 79 |
|
|
2024
Q2 | $103M | Sell |
509,324
-54,650
| -10% | -$11M | 0.27% | 76 |
|
|
2024
Q1 | $118M | Sell |
563,974
-337,151
| -37% | -$67.3M | 0.31% | 63 |
|
|
2023
Q4 | $111M | Buy |
901,125
+641,288
| +247% | +$115M | 0.37% | 59 |
|
|
2023
Q3 | $46.1M | Sell |
259,837
-275,142
| -51% | -$51.7M | 0.22% | 114 |
|
|
2023
Q2 | $100M | Buy |
534,979
+8,332
| +2% | +$1.49M | 0.39% | 55 |
|
|
2023
Q1 | $103M | Buy |
526,647
+18,106
| +4% | +$3.33M | 0.24% | 59 |
|
|
2022
Q4 | $89.4M | Buy |
508,541
+262,536
| +107% | +$46.7M | 0.57% | 35 |
|
|
2022
Q3 | $40.6M | Buy |
246,005
+5,835
| +2% | +$1.06M | 0.49% | 41 |
|
|
2022
Q2 | $40.7M | Buy |
240,170
+39,928
| +20% | +$7.36M | 0.45% | 44 |
|
|
2022
Q1 | $40.2M | Buy |
200,242
+57,608
| +40% | +$11.8M | 0.62% | 33 |
|
|
2021
Q4 | $30.7M | Buy |
142,634
+13,762
| +11% | +$3.11M | 0.47% | 47 |
|
|
2021
Q3 | $28.2M | Sell |
128,872
-2,155
| -2% | -$478K | 0.62% | 30 |
|
|
2021
Q2 | $30.1M | Sell |
131,027
-4,935
| -4% | -$1.11M | 0.66% | 27 |
|
|
2021
Q1 | $30M | Sell |
135,962
-1,113
| -0.8% | -$243K | 0.71% | 26 |
|
|
2020
Q4 | $26.9M | Buy |
137,075
+32,228
| +31% | +$5.64M | 0.86% | 20 |
|
|
2020
Q3 | $15.7M | Sell |
104,847
-3,125
| -3% | -$470K | 0.65% | 27 |
|
|
2020
Q2 | $15.5M | Sell |
107,972
-20,187
| -16% | -$2.65M | 0.85% | 15 |
|
|
2020
Q1 | $14.7M | Sell |
128,159
-13,019
| -9% | -$1.94M | 0.92% | 17 |
|
|
2019
Q4 | $23.4M | Buy |
141,178
+8,883
| +7% | +$1.4M | 1.19% | 9 |
|
|
2019
Q3 | $20M | Sell |
132,295
-3,882
| -3% | -$593K | 1.18% | 11 |
|
|
2019
Q2 | $21.2M | Sell |
136,177
-3,375
| -2% | -$520K | 1.34% | 9 |
|
|
2019
Q1 | $21.4M | Sell |
139,552
-15,878
| -10% | -$2.39M | 1.44% | 9 |
|
|
2018
Q4 | $20.8M | Buy |
155,430
+36,137
| +30% | +$5.39M | 1.39% | 9 |
|
|
2018
Q3 | $20.1M | Sell |
119,293
-3,077
| -3% | -$519K | 1.39% | 10 |
|
|
2018
Q2 | $20M | Sell |
122,370
-1,033
| -0.8% | -$165K | 1.48% | 7 |
|
|
2018
Q1 | $18.7M | Sell |
123,403
-6,959
| -5% | -$1.07M | 1.43% | 9 |
|
|
2017
Q4 | $19.9M | Buy |
130,362
+3,469
| +3% | +$521K | 1.33% | 11 |
|
|
2017
Q3 | $18.8M | Buy |
+126,893
| New | +$17.9M | 1.33% | 10 |
|
|
2017
Q2 | – | Sell |
-119,087
| Closed | -$16.4M | – | 398 |
|
|
2017
Q1 | $16.4M | Buy |
+119,087
| New | +$16.3M | 1.37% | 10 |
|
Other funds holding IWM
HF
Cerity Partners's IWM Position: Q2 2026 in Review
Cerity Partners increased its iShares Russell 2000 ETF (IWM) stake by 11% in Q2 2026, buying an estimated $15.9M and bringing the position to 592,421 shares worth $178M. The position accounts for 0.22% of the portfolio, ranked #98.
Cerity Partners first reported a position in IWM in Q1 2017 and has held it in 37 quarters since. 2,528 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Cerity Partners held 592,421 shares of iShares Russell 2000 ETF worth $178M as of Q2 2026.
- Cerity Partners bought 56,698 iShares Russell 2000 ETF shares in Q2 2026, an estimated $15.9M.
- iShares Russell 2000 ETF made up 0.22% of Cerity Partners's portfolio in Q2 2026, its #98 holding.
- Cerity Partners first reported a position in iShares Russell 2000 ETF in Q1 2017 and has held it in 37 quarters since.
- 2,528 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.