Cerity Partners
IWS icon

Cerity Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Cerity Partners’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.27M Buy
36,183
+11,469
+46% +$1.7M 0.01% 979
2025
Q4 		$3.49M Buy
24,714
+8,117
+49% +$1.13M 0.01% 1096
2025
Q3 		$2.32M Buy
16,597
+221
+1% +$30.2K ﹤0.01% 1226
2025
Q2 		$2.17M Sell
16,376
-605
-4% -$75.9K ﹤0.01% 1179
2025
Q1 		$2.14M Sell
16,981
-6,648
-28% -$866K ﹤0.01% 1097
2024
Q4 		$3.08M Sell
23,629
-267
-1% -$35.7K 0.01% 922
2024
Q3 		$3.16M Buy
23,896
+10,350
+76% +$1.31M 0.01% 890
2024
Q2 		$1.64M Sell
13,546
-45
-0.3% -$5.47K ﹤0.01% 1006
2024
Q1 		$1.7M Sell
13,591
-99
-0.7% -$11.7K ﹤0.01% 1051
2023
Q4 		$1.59M Buy
13,690
+8,709
+175% +$928K 0.01% 837
2023
Q3 		$521K Sell
4,981
-4,221
-46% -$465K ﹤0.01% 969
2023
Q2 		$1.01M Buy
9,202
+1,365
+17% +$144K ﹤0.01% 926
2023
Q1 		$830K Sell
7,837
-1,357
-15% -$148K ﹤0.01% 1064
2022
Q4 		$968K Buy
9,194
+3,766
+69% +$395K 0.01% 702
2022
Q3 		$522K Buy
5,428
+22
+0.4% +$2.35K 0.01% 702
2022
Q2 		$549K Buy
5,406
+1,507
+39% +$169K 0.01% 719
2022
Q1 		$466K Buy
3,899
+1,918
+97% +$226K 0.01% 607
2021
Q4 		$242K Buy
1,981
+12
+0.6% +$1.43K ﹤0.01% 864
2021
Q3 		$223K Buy
1,969
+59
+3% +$6.83K ﹤0.01% 630
2021
Q2 		$220K Buy
+1,910
New +$219K ﹤0.01% 660
2021
Q1 		– Sell
-5,132
Closed -$498K – 722
2020
Q4 		$498K Sell
5,132
-1,682
-25% -$152K 0.02% 413
2020
Q3 		$551K Sell
6,814
-10,355
-60% -$838K 0.02% 311
2020
Q2 		$1.31M Sell
17,169
-110,512
-87% -$8.04M 0.07% 171
2020
Q1 		$8.18M Buy
127,681
+101,861
+395% +$8.71M 0.52% 39
2019
Q4 		$2.45M Buy
25,820
+1,728
+7% +$158K 0.12% 139
2019
Q3 		$2.16M Buy
24,092
+7,286
+43% +$645K 0.13% 153
2019
Q2 		$1.5M Buy
+16,806
New +$1.48M 0.09% 186
2019
Q1 		– Sell
-2,980
Closed -$228K – 550
2018
Q4 		$228K Buy
+2,980
New +$249K 0.02% 451

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Cerity Partners's IWS Position: Q1 2026 in Review

Cerity Partners increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 46% in Q1 2026, buying an estimated $1.7M and bringing the position to 36,183 shares worth $5.27M. The position accounts for 0.01% of the portfolio, ranked #979.

Cerity Partners first reported a position in IWS in Q4 2018 and has held it in 28 quarters since. The position peaked at $8.18M in Q1 2020. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Cerity Partners held 36,183 shares of iShares Russell Mid-Cap Value ETF worth $5.27M as of Q1 2026.
  • Cerity Partners bought 11,469 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $1.7M.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #979 holding.
  • Cerity Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and has held it in 28 quarters since.
  • Cerity Partners's iShares Russell Mid-Cap Value ETF position peaked at $8.18M in Q1 2020.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.