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Position history for Cerity Partners LLCCerity Partners LLC's holdings in ISHARES TR

Cerity Partners LLC holds 131,059 shares of ISCF (ISHARES TR), worth $5.7M as of 2026-Q2. The position was decreased (-1.4% shares). ISCF represents 0.0% of Cerity Partners LLC's portfolio.

Current Value

$5.7M

Current Shares

131,059

Total Value Change

+$1.8M

Total Shares Change

+22,241

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
131,059
-1.4%
$5.7M0.0%$43.29
0
2026-Q1
Increased
132,959
+27.1%
$5.6M0.0%$43.77
34
2025-Q4
Increased
104,635
+1.1%
$4.3M0.0%$41.72
27
2025-Q3
Decreased
103,542
-0.1%
$4.3M0.0%$40.20
0
2025-Q2
Increased
103,647
+1.3%
$4M0.0%$37.90
27
2025-Q1
Decreased
102,280
-4.7%
$3.4M0.0%$32.68
0
2024-Q4
Decreased
107,277
-1.4%
$3.5M0.0%$30.95
0
2024-Q3
Decreased
108,818
-4.4%
$3.8M0.0%$33.07
0

Other major holders of ISCF: LPL Financial LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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