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 Q2	$7.85M	Buy	47,666 +11,483	+32%	+$1.81M	0.01%	884
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cerity Partners's IWS Position: Q2 2026 in Review

Cerity Partners increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 32% in Q2 2026, buying an estimated $1.81M and bringing the position to 47,666 shares worth $7.85M. The position accounts for 0.01% of the portfolio, ranked #884.

Cerity Partners first reported a position in IWS in Q4 2018 and has held it in 29 quarters since. The position peaked at $8.18M in Q1 2020. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Cerity Partners held 47,666 shares of iShares Russell Mid-Cap Value ETF worth $7.85M as of Q2 2026.
Cerity Partners bought 11,483 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $1.81M.
iShares Russell Mid-Cap Value ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #884 holding.
Cerity Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and has held it in 29 quarters since.
Cerity Partners's iShares Russell Mid-Cap Value ETF position peaked at $8.18M in Q1 2020.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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