Cerity Partners
IWV icon

Cerity Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Cerity Partners’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$54.5M Buy
127,832
+3,221
+3% +$1.33M 0.07% 243
2026
Q1 		$46.2M Buy
124,611
+99,585
+398% +$38.5M 0.07% 258
2025
Q4 		$9.68M Buy
25,026
+3,096
+14% +$1.19M 0.01% 650
2025
Q3 		$8.31M Sell
21,930
-29,753
-58% -$10.8M 0.01% 654
2025
Q2 		$18.1M Sell
51,683
-4,905
-9% -$1.59M 0.03% 381
2025
Q1 		$18M Sell
56,588
-4,652
-8% -$1.56M 0.04% 361
2024
Q4 		$20.5M Buy
61,240
+64
+0.1% +$21.5K 0.04% 311
2024
Q3 		$20M Sell
61,176
-67,574
-52% -$21.3M 0.04% 317
2024
Q2 		$39.7M Buy
128,750
+7,506
+6% +$2.24M 0.1% 178
2024
Q1 		$36.4M Buy
121,244
+66,231
+120% +$18.9M 0.1% 196
2023
Q4 		$15.1M Buy
55,013
+43,803
+391% +$11.2M 0.05% 298
2023
Q3 		$2.76M Sell
11,210
-44,307
-80% -$11.3M 0.01% 515
2023
Q2 		$14.1M Buy
55,517
+1,246
+2% +$300K 0.06% 296
2023
Q1 		$12.8M Sell
54,271
-6,819
-11% -$1.57M 0.03% 318
2022
Q4 		$13.5M Sell
61,090
-37,008
-38% -$8.22M 0.09% 219
2022
Q3 		$20.3M Buy
98,098
+2,037
+2% +$469K 0.24% 86
2022
Q2 		$20.9M Buy
96,061
+3,815
+4% +$903K 0.23% 92
2022
Q1 		$24.2M Buy
92,246
+83,612
+968% +$21.6M 0.38% 60
2021
Q4 		$2.4M Buy
8,634
+6,611
+327% +$1.79M 0.04% 292
2021
Q3 		$516K Sell
2,023
-77
-4% -$20.2K 0.01% 457
2021
Q2 		$537K Buy
2,100
+205
+11% +$51.1K 0.01% 456
2021
Q1 		$450K Sell
1,895
-1,890
-50% -$439K 0.01% 470
2020
Q4 		$846K Buy
+3,785
New +$795K 0.03% 327
2019
Q1 		– Sell
-1,460
Closed -$215K – 551
2018
Q4 		$215K Buy
+1,460
New +$232K 0.01% 472

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cerity Partners's IWV Position: Q2 2026 in Review

Cerity Partners increased its iShares Russell 3000 ETF (IWV) stake by 2.6% in Q2 2026, buying an estimated $1.33M and bringing the position to 127,832 shares worth $54.5M. The position accounts for 0.07% of the portfolio, ranked #243.

Cerity Partners first reported a position in IWV in Q4 2018 and has held it in 24 quarters since. 860 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Cerity Partners held 127,832 shares of iShares Russell 3000 ETF worth $54.5M as of Q2 2026.
  • Cerity Partners bought 3,221 iShares Russell 3000 ETF shares in Q2 2026, an estimated $1.33M.
  • iShares Russell 3000 ETF made up 0.07% of Cerity Partners's portfolio in Q2 2026, its #243 holding.
  • Cerity Partners first reported a position in iShares Russell 3000 ETF in Q4 2018 and has held it in 24 quarters since.
  • 860 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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