Ownership history in CERTUITY, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which CERTUITY, LLC reported a position in ISHARES TR (IWD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 66,075 | -6,813 | -9.3% | 0.87% | $13.9M | $209.54 |
| 2025 Q3 | ADDED | 72,888 | +6,756 | +10.2% | 1.02% | $14.8M | $201.84 |
| 2025 Q2 | ADDED | 66,132 | +379 | +0.6% | 1.21% | $12.8M | $191.71 |
| 2025 Q1 | ADDED | 65,753 | +120 | +0.2% | 1.30% | $12.4M | $184.90 |
As of 2025 Q4 — sorted by position size