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Disclosery

Cerity Partners LLC: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cerity Partners LLC on IWB, newest first. How the timeline and the estimate are built.

Cerity Partners LLC held 815,660 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 815,660 shares
    Change vs previous 13F +15,535 shares

    0.41% of the 13F portfolio, value $334,013,336.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 800,125 shares
    Change vs previous 13F +55,090 shares

    0.4% of the 13F portfolio, value $285,303,455.

    13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 745,035 shares
    Change vs previous 13F -12,475 shares

    0.41% of the 13F portfolio, value $278,225,864.

    13F-HR 0001172661-26-000617 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 757,510 shares
    Change vs previous 13F +8,149 shares

    0.45% of the 13F portfolio, value $276,854,406.

    13F-HR 0001566475-25-000018 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 749,361 shares
    Change vs previous 13F +11,560 shares

    0.45% of the 13F portfolio, value $254,460,429.

    13F-HR 0001566475-25-000013 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 737,801 shares
    Change vs previous 13F -252 shares

    0.47% of the 13F portfolio, value $226,313,089.

    13F-HR 0001566475-25-000008 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 738,053 shares
    Change vs previous 13F +52,224 shares

    0.52% of the 13F portfolio, value $237,770,719.

    13F-HR 0001566475-25-000002 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 685,829 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $215,617,733.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).