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Disclosery

Cerity Partners LLC: IWV position timeline

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

Cerity Partners LLC held 127,832 IWV 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 127,832 shares
    Change vs previous 13F +3,221 shares

    0.07% of the 13F portfolio, value $54,507,961.

    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 124,611 shares
    Change vs previous 13F +99,585 shares

    0.07% of the 13F portfolio, value $46,190,665.

    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 25,026 shares
    Change vs previous 13F +3,096 shares

    0.01% of the 13F portfolio, value $9,681,170.

    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 21,930 shares
    Change vs previous 13F -29,753 shares

    0.01% of the 13F portfolio, value $8,310,083.

    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 51,683 shares
    Change vs previous 13F -4,905 shares

    0.03% of the 13F portfolio, value $18,140,867.

    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 56,588 shares
    Change vs previous 13F -4,652 shares

    0.04% of the 13F portfolio, value $17,974,646.

    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 61,240 shares
    Change vs previous 13F +64 shares

    0.04% of the 13F portfolio, value $20,466,659.

    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 61,176 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $19,988,072.

    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).