Cerity Partners
IWN icon

Cerity Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

Cerity Partners’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.5M Buy
106,257
+1,403
+1% +$294K 0.03% 431
2026
Q1 		$19.9M Sell
104,854
-10,536
-9% -$2.04M 0.03% 448
2025
Q4 		$20.9M Buy
115,390
+5,161
+5% +$927K 0.03% 409
2025
Q3 		$19.5M Buy
110,229
+1,077
+1% +$182K 0.03% 386
2025
Q2 		$17.2M Buy
109,152
+1,497
+1% +$223K 0.03% 389
2025
Q1 		$16.3M Buy
107,655
+100
+0.1% +$16.2K 0.03% 383
2024
Q4 		$17.7M Buy
107,555
+1,070
+1% +$183K 0.04% 339
2024
Q3 		$17.8M Buy
106,485
+11,161
+12% +$1.81M 0.04% 343
2024
Q2 		$14.5M Buy
95,324
+7,666
+9% +$1.17M 0.04% 336
2024
Q1 		$13.9M Buy
87,658
+1,804
+2% +$273K 0.04% 373
2023
Q4 		$13.3M Buy
85,854
+80,831
+1,609% +$11.2M 0.04% 321
2023
Q3 		$682K Sell
5,023
-77,523
-94% -$11.1M ﹤0.01% 864
2023
Q2 		$11.6M Sell
82,546
-63,458
-43% -$8.58M 0.05% 326
2023
Q1 		$50.1M Sell
146,004
-5,581
-4% -$809K 0.12% 131
2022
Q4 		$21.6M Buy
151,585
+139,244
+1,128% +$19.7M 0.14% 155
2022
Q3 		$1.59M Sell
12,341
-233
-2% -$33.7K 0.02% 414
2022
Q2 		$1.68M Sell
12,574
-2,483
-16% -$369K 0.02% 437
2022
Q1 		$1.76M Sell
15,057
-27
-0.2% -$4.3K 0.03% 349
2021
Q4 		$1.69M Buy
15,084
+8,359
+124% +$1.39M 0.03% 350
2021
Q3 		$1.08M Buy
6,725
+48
+0.7% +$7.71K 0.02% 350
2021
Q2 		$1.11M Buy
6,677
+73
+1% +$12K 0.02% 352
2021
Q1 		$1.05M Buy
6,604
+8
+0.1% +$1.21K 0.03% 341
2020
Q4 		$869K Sell
6,596
-310
-4% -$36.6K 0.03% 325
2020
Q3 		$686K Buy
6,906
+2
+0% +$203 0.03% 285
2020
Q2 		$673K Sell
6,904
-75
-1% -$6.82K 0.04% 245
2020
Q1 		$572K Buy
6,979
+3,648
+110% +$409K 0.04% 269
2019
Q4 		$428K Sell
3,331
-2,398
-42% -$297K 0.02% 360
2019
Q3 		$684K Buy
5,729
+3,417
+148% +$404K 0.04% 281
2019
Q2 		$278K Sell
2,312
-2,593
-53% -$313K 0.02% 407
2019
Q1 		$588K Hold
4,905
– – 0.04% 305
2018
Q4 		$527K Buy
4,905
+3,017
+160% +$363K 0.04% 309
2018
Q3 		$251K Buy
1,888
+62
+3% +$8.35K 0.02% 463
2018
Q2 		$241K Hold
1,826
– – 0.02% 475
2018
Q1 		$223K Sell
1,826
-77
-4% -$9.64K 0.02% 484
2017
Q4 		$239K Hold
1,903
– – 0.02% 495
2017
Q3 		$236K Buy
+1,903
New +$224K 0.02% 498
2017
Q2 		– Sell
-1,780
Closed -$210K – 399
2017
Q1 		$210K Buy
+1,780
New +$211K 0.02% 410

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners's IWN Position: Q2 2026 in Review

Cerity Partners increased its iShares Russell 2000 Value ETF (IWN) stake by 1.3% in Q2 2026, buying an estimated $294K and bringing the position to 106,257 shares worth $23.5M. The position accounts for 0.03% of the portfolio, ranked #431.

Cerity Partners first reported a position in IWN in Q1 2017 and has held it in 37 quarters since. The position peaked at $50.1M in Q1 2023. 1,029 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Cerity Partners held 106,257 shares of iShares Russell 2000 Value ETF worth $23.5M as of Q2 2026.
  • Cerity Partners bought 1,403 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $294K.
  • iShares Russell 2000 Value ETF made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #431 holding.
  • Cerity Partners first reported a position in iShares Russell 2000 Value ETF in Q1 2017 and has held it in 37 quarters since.
  • Cerity Partners's iShares Russell 2000 Value ETF position peaked at $50.1M in Q1 2023.
  • 1,029 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.