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Showing 8 of 26 quarters

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

Yes. Cerity Partners holds 1,373,229 shares of USMV, worth $132.5M, as of its Q2 2026 13F filing. It increased the position by 47,146 shares (+3.6%) from Q1 2026. Cerity Partners has held USMV since Q4 2020, across 23 quarterly 13F filings. USMV is 0.2% of Cerity Partners' reported 13F portfolio.

Current Value

$132.5M

Current Shares

1.4M

Total Value Change

-$62.4M

Total Shares Change

-760,946

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.4M
+3.6%
$132.5M0.2%$96.14
37
2026-Q1
Increased
1.3M
+8.5%
$123M0.2%$92.15
39
2025-Q4
Increased
1.2M
+4.2%
$115.1M0.2%$93.18
38
2025-Q3
Increased
1.2M
+4.6%
$111.6M0.2%$93.76
38
2025-Q2
Decreased
1.1M
-48.6%
$105.3M0.2%$92.15
0
2025-Q1
Increased
2.2M
+4.0%
$204.4M0.4%$91.62
38
2024-Q4
Decreased
2.1M
-1.6%
$186.4M0.4%$86.55
0
2024-Q3
Increased
2.1M
+0.8%
$194.9M0.4%$88.60
37

Other major holders of USMV: BANK OF AMERICA CORP /DE/

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