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

Cerity Partners LLC holds 800,125 shares of IWB (ISHARES TR), worth $285.3M as of 2026-Q1. The position was increased (+7.4% shares). IWB represents 0.4% of Cerity Partners LLC's portfolio.

Current Value

$285.3M

Current Shares

800,125

Total Value Change

+$87.5M

Total Shares Change

+135,220

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
800,125
+7.4%
$285.3M0.4%$373.15
40
2025-Q4
Decreased
745,035
-1.6%
$278.2M0.4%$376.20
0
2025-Q3
Increased
757,510
+1.1%
$276.9M0.4%$363.42
37
2025-Q2
Increased
749,361
+1.6%
$254.5M0.5%$335.58
37
2025-Q1
Decreased
737,801
-0.0%
$226.3M0.5%$302.55
0
2024-Q4
Increased
738,053
+7.6%
$237.8M0.5%$319.91
47
2024-Q3
Increased
685,829
+3.1%
$215.6M0.5%$308.93
38
2024-Q2
Decreased
664,905
-1.8%
$197.8M0.5%$292.44
0

Other major holders of IWB: JONES FINANCIAL COMPANIES LLLP, FMR LLC

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