Cerity Partners’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.31M | Sell |
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|
2025
Q2 | $18.1M | Sell |
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|
2025
Q1 | $18M | Sell |
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|
2024
Q4 | $20.5M | Buy |
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|
2024
Q3 | $20M | Sell |
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|
2024
Q2 | $39.7M | Buy |
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|
2024
Q1 | $36.4M | Buy |
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|
2023
Q4 | $15.1M | Buy |
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|
2023
Q3 | $2.76M | Sell |
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|
2023
Q2 | $14.1M | Buy |
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|
2023
Q1 | $12.8M | Sell |
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|
2022
Q4 | $13.5M | Sell |
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|
2022
Q3 | $20.3M | Buy |
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|
2022
Q2 | $20.9M | Buy |
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|
2022
Q1 | $24.2M | Buy |
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|
2021
Q4 | $2.4M | Buy |
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|
2021
Q3 | $516K | Sell |
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|
2021
Q2 | $537K | Buy |
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|
2021
Q1 | $450K | Sell |
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|
2020
Q4 | $846K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $215K | Buy |
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