Cerity Partners
IWO icon

Cerity Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cerity Partners’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.2M Buy
81,647
+9,402
+13% +$3.43M 0.04% 344
2026
Q1 		$22.7M Buy
72,245
+4,454
+7% +$1.48M 0.03% 407
2025
Q4 		$21.9M Buy
67,791
+4,013
+6% +$1.31M 0.03% 396
2025
Q3 		$20.4M Sell
63,778
-652
-1% -$197K 0.03% 378
2025
Q2 		$18.4M Sell
64,430
-481
-0.7% -$127K 0.03% 377
2025
Q1 		$16.6M Sell
64,911
-474
-0.7% -$134K 0.03% 380
2024
Q4 		$18.8M Sell
65,385
-700
-1% -$207K 0.04% 322
2024
Q3 		$18.8M Buy
66,085
+1,767
+3% +$484K 0.04% 329
2024
Q2 		$16.9M Sell
64,318
-585
-0.9% -$152K 0.04% 301
2024
Q1 		$17.6M Buy
64,903
+9,829
+18% +$2.51M 0.05% 319
2023
Q4 		$13.9M Buy
55,074
+19,125
+53% +$4.31M 0.05% 315
2023
Q3 		$8.07M Sell
35,949
-17,505
-33% -$4.19M 0.04% 335
2023
Q2 		$13M Sell
53,454
-1,614
-3% -$370K 0.05% 315
2023
Q1 		$42.5M Sell
55,068
-824
-1% -$188K 0.1% 143
2022
Q4 		$12M Buy
55,892
+52,263
+1,440% +$11.5M 0.08% 233
2022
Q3 		$750K Buy
3,629
+18
+0.5% +$4.05K 0.01% 577
2022
Q2 		$716K Buy
3,611
+853
+31% +$190K 0.01% 637
2022
Q1 		$706K Buy
2,758
+27
+1% +$6.91K 0.01% 511
2021
Q4 		$801K Buy
2,731
+1,250
+84% +$377K 0.01% 477
2021
Q3 		$435K Sell
1,481
-180
-11% -$54.1K 0.01% 491
2021
Q2 		$518K Buy
1,661
+27
+2% +$8.12K 0.01% 462
2021
Q1 		$491K Sell
1,634
-1
-0.1% -$310 0.01% 455
2020
Q4 		$469K Sell
1,635
-75
-4% -$19.1K 0.02% 426
2020
Q3 		$379K Hold
1,710
– – 0.02% 364
2020
Q2 		$354K Buy
1,710
+5
+0.3% +$935 0.02% 326
2020
Q1 		$270K Buy
1,705
+70
+4% +$13.9K 0.02% 361
2019
Q4 		$350K Hold
1,635
– – 0.02% 398
2019
Q3 		$315K Buy
+1,635
New +$324K 0.02% 383

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
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

Cerity Partners's IWO Position: Q2 2026 in Review

Cerity Partners increased its iShares Russell 2000 Growth ETF (IWO) stake by 13% in Q2 2026, buying an estimated $3.43M and bringing the position to 81,647 shares worth $32.2M. The position accounts for 0.04% of the portfolio, ranked #344.

Cerity Partners first reported a position in IWO in Q3 2019 and has held it in 28 quarters since. The position peaked at $42.5M in Q1 2023. 1,062 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Cerity Partners held 81,647 shares of iShares Russell 2000 Growth ETF worth $32.2M as of Q2 2026.
  • Cerity Partners bought 9,402 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $3.43M.
  • iShares Russell 2000 Growth ETF made up 0.04% of Cerity Partners's portfolio in Q2 2026, its #344 holding.
  • Cerity Partners first reported a position in iShares Russell 2000 Growth ETF in Q3 2019 and has held it in 28 quarters since.
  • Cerity Partners's iShares Russell 2000 Growth ETF position peaked at $42.5M in Q1 2023.
  • 1,062 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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