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Disclosery

Cerity Partners LLC: IYW position timeline

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

Cerity Partners LLC held 97,544 IYW 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 97,544 shares
    Change vs previous 13F +11,681 shares

    0.03% of the 13F portfolio, value $24,603,423.

    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 85,863 shares
    Change vs previous 13F +6,379 shares

    0.02% of the 13F portfolio, value $15,577,519.

    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 79,484 shares
    Change vs previous 13F +25,337 shares

    0.02% of the 13F portfolio, value $15,871,237.

    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 54,147 shares
    Change vs previous 13F -1,201 shares

    0.02% of the 13F portfolio, value $10,605,319.

    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 55,348 shares
    Change vs previous 13F +813 shares

    0.02% of the 13F portfolio, value $9,590,106.

    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 54,535 shares
    Change vs previous 13F +2,664 shares

    0.02% of the 13F portfolio, value $7,658,942.

    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 51,871 shares
    Change vs previous 13F +20,229 shares

    0.02% of the 13F portfolio, value $8,270,084.

    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 31,642 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,797,495.

    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).