Cerity Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Cerity Partners’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.1M	Buy	82,482 +5,099	+7%	+$703K	0.01%	670
2026 Q1	$9.93M	Buy	77,383 +6,651	+9%	+$900K	0.01%	695
2025 Q4	$9.69M	Buy	70,732 +15,380	+28%	+$2.15M	0.01%	649
2025 Q3	$7.88M	Sell	55,352 -3,423	-6%	-$484K	0.01%	681
2025 Q2	$8.15M	Sell	58,775 -491	-0.8%	-$62.1K	0.01%	612
2025 Q1	$6.96M	Buy	59,266 +3,489	+6%	+$449K	0.01%	616
2024 Q4	$7.07M	Buy	55,777 +4,577	+9%	+$582K	0.02%	599
2024 Q3	$6.01M	Buy	51,200 +6,153	+14%	+$688K	0.01%	640
2024 Q2	$4.97M	Buy	45,047 +2,644	+6%	+$290K	0.01%	612
2024 Q1	$4.84M	Buy	42,403 +2,119	+5%	+$229K	0.01%	656
2023 Q4	$4.21M	Buy	40,284 +14,107	+54%	+$1.34M	0.01%	578
2023 Q3	$2.39M	Sell	26,177 -2,445	-9%	-$234K	0.01%	539
2023 Q2	$2.77M	Buy	28,622 +10,463	+58%	+$953K	0.01%	643
2023 Q1	$1.65M	Sell	18,159 -274	-1%	-$24.5K	﹤0.01%	782
2022 Q4	$1.54M	Buy	18,433 +4,883	+36%	+$411K	0.01%	584
2022 Q3	$1.06M	Sell	13,550 -444	-3%	-$38.2K	0.01%	502
2022 Q2	$1.11M	Buy	13,994 +3,590	+35%	+$313K	0.01%	525
2022 Q1	$1.05M	Buy	10,404 +181	+2%	+$18K	0.02%	438
2021 Q4	$1.18M	Buy	10,223 +3,103	+44%	+$362K	0.02%	415
2021 Q3	$798K	Buy	7,120 +201	+3%	+$23.1K	0.02%	389
2021 Q2	$783K	Sell	6,919 -32	-0.5%	-$3.42K	0.02%	397
2021 Q1	$709K	Sell	6,951 -3,722	-35%	-$389K	0.02%	387
2020 Q4	$1.1M	Sell	10,673 -2,401	-18%	-$228K	0.04%	291
2020 Q3	$1.13M	Sell	13,074 -12,010	-48%	-$1.01M	0.05%	229
2020 Q2	$1.98M	Sell	25,084 -17,678	-41%	-$1.28M	0.11%	135
2020 Q1	$2.6M	Buy	42,762 +416	+1%	+$30.3K	0.16%	117
2019 Q4	$3.23M	Buy	42,346 +950	+2%	+$69.6K	0.16%	110
2019 Q3	$2.93M	Buy	41,396 +6,558	+19%	+$471K	0.17%	128
2019 Q2	$2.48M	Buy	34,838 +31,670	+1,000%	+$2.2M	0.16%	135
2019 Q1	$215K	Buy	+3,168	New	+$203K	0.01%	487
2018 Q4	–	Sell	-3,092	Closed	-$210K	–	533
2018 Q3	$210K	Buy	+3,092	New	+$206K	0.01%	506

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Cerity Partners's IWP Position: Q2 2026 in Review

Cerity Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.6% in Q2 2026, buying an estimated $703K and bringing the position to 82,482 shares worth $12.1M. The position accounts for 0.01% of the portfolio, ranked #670.

Cerity Partners first reported a position in IWP in Q3 2018 and has held it in 31 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Cerity Partners held 82,482 shares of iShares Russell Mid-Cap Growth ETF worth $12.1M as of Q2 2026.
Cerity Partners bought 5,099 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $703K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #670 holding.
Cerity Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2018 and has held it in 31 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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