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IWMIWM
31 quarters

Position history for Cerity Partners LLCCerity Partners LLC's holdings in ISHARES RUSSELL 2000 ETF ETF

Cerity Partners LLC holds 592,421 shares of IWM (ISHARES RUSSELL 2000 ETF ETF), worth $178M as of 2026-Q2. The position was increased (+10.6% shares). IWM represents 0.2% of Cerity Partners LLC's portfolio.

Current Value

$178M

Current Shares

592,421

Total Value Change

+$157.2M

Total Shares Change

+436,991

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
592,421
+10.6%
$178M0.2%$300.45
40
2026-Q1
Increased
535,723
0.0%
$132.9M0.2%$259.24
36
2025-Q4
Increased
535,711
+2.0%
$131.9M0.2%$248.03
37
2025-Q3
Decreased
525,001
-2.3%
$127M0.2%$240.81
0
2025-Q2
Decreased
537,357
-5.8%
$116M0.2%$214.15
0
2025-Q1
Increased
570,372
+4.5%
$113.8M0.2%$198.67
38
2024-Q4
Increased
546,009
+3.5%
$120.6M0.3%$218.23
37
2024-Q3
Increased
527,601
+3.6%
$116.5M0.3%$217.23
37
2024-Q2
Decreased
509,324
-9.7%
$103.3M0.3%$199.36
0
2024-Q1
Decreased
563,974
-37.4%
$118.5M0.3%$206.07
0
2023-Q4
Increased
901,125
+246.8%
$111.3M0.4%$196.17
58
2023-Q3
Decreased
259,837
-51.4%
$46.1M0.2%$172.11
0
2023-Q2
Increased
534,979
+1.6%
$100.2M0.4%$180.65
36
2023-Q1
Increased
526,647
+3.6%
$102.9M0.2%$169.33
37
2022-Q4
Increased
508,541
+106.7%
$89.4M0.6%$167.91
68
2022-Q3
Increased
246,005
+2.4%
$40.6M0.5%$159.25
36
2022-Q2
Increased
240,170
+19.9%
$40.7M0.4%$162.78
41
2022-Q1
Increased
200,242
+40.4%
$40.2M0.6%$197.33
54
2021-Q4
Increased
142,634
+10.7%
$30.7M0.5%$211.63
38
2021-Q3
Decreased
128,872
-1.6%
$28.2M0.6%$208.99
0
2021-Q2
Decreased
131,027
-3.6%
$30.1M0.7%$216.40
0
2021-Q1
Decreased
135,962
-0.8%
$30M0.7%$205.40
0
2020-Q4
Increased
137,075
+30.7%
$26.9M0.9%$184.70
51
2020-Q3
Decreased
104,847
-2.9%
$15.7M0.6%$140.00
0
2020-Q2
Decreased
107,972
-15.8%
$15.5M0.9%$131.81
0
2020-Q1
Decreased
128,159
-9.2%
$14.7M0.9%$107.07
0
2019-Q4
Increased
141,178
+6.7%
$23.4M1.2%$153.39
48
2019-Q3
Decreased
132,295
-2.9%
$20M1.2%$139.64
0
2019-Q2
Decreased
136,177
-2.4%
$21.2M1.3%$143.14
0
2019-Q1
Decreased
139,552
-10.2%
$21.4M1.4%$140.43
0
2018-Q4
New
155,430
-
$20.8M1.4%$121.55
65

Other major holders of IWM: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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