CMA
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Cedar Mountain Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Cedar Mountain Advisors’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.1M Buy
223,326
+158
+0.1% +$21.7K 5.7% 5
2026
Q1 		$27.7M Sell
223,168
-2,245
-1% -$285K 5.42% 5
2025
Q4 		$27.1M Buy
225,413
+2,103
+0.9% +$252K 5.23% 5
2025
Q3 		$26.5M Sell
223,310
-376
-0.2% -$43.2K 5.17% 5
2025
Q2 		$24.4M Buy
223,686
+3,675
+2% +$380K 5.08% 5
2025
Q1 		$23M Buy
220,011
+2,600
+1% +$293K 5.15% 5
2024
Q4 		$25.1M Buy
217,411
+660
+0.3% +$78.9K 5.5% 5
2024
Q3 		$25.4M Buy
216,751
+7,035
+3% +$795K 5.71% 5
2024
Q2 		$22.4M Buy
209,716
+3,484
+2% +$373K 5.52% 5
2024
Q1 		$22.8M Buy
206,232
+999
+0.5% +$106K 5.73% 5
2023
Q4 		$22.2M Sell
205,233
-1,061
-0.5% -$102K 6.01% 5
2023
Q3 		$19.5M Buy
206,294
+285
+0.1% +$28.5K 5.74% 6
2023
Q2 		$20.5M Sell
206,009
-116
-0.1% -$11K 5.86% 6
2023
Q1 		$19.9M Buy
206,125
+1,048
+0.5% +$105K 6% 6
2022
Q4 		$19.4M Sell
205,077
-2,864
-1% -$275K 6.09% 6
2022
Q3 		$18.1M Sell
207,941
-2,844
-1% -$276K 6.03% 6
2022
Q2 		$19.5M Buy
210,785
+133
+0.1% +$13.2K 6.67% 6
2022
Q1 		$22.7M Buy
210,652
+504
+0.2% +$54.4K 6.71% 6
2021
Q4 		$24.1M Buy
210,148
+3,355
+2% +$382K 7.38% 6
2021
Q3 		$22.6M Buy
206,793
+7,177
+4% +$790K 7.51% 6
2021
Q2 		$22.6M Sell
199,616
-2,086
-1% -$233K 7.45% 6
2021
Q1 		$21.9M Sell
201,702
-2,039
-1% -$213K 7.4% 6
2020
Q4 		$18.7M Buy
203,741
+914
+0.5% +$75.1K 6.69% 7
2020
Q3 		$14.2M Buy
202,827
+372
+0.2% +$26.7K 5.77% 7
2020
Q2 		$13.8M Sell
202,455
-20,639
-9% -$1.3M 5.99% 7
2020
Q1 		$12.5M Sell
223,094
-15,798
-7% -$1.18M 6.26% 7
2019
Q4 		$20M Buy
+238,892
New +$19.2M 8.08% 5

Other funds holding IJR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Cedar Mountain Advisors's IJR Position: Q2 2026 in Review

Cedar Mountain Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.07% in Q2 2026, buying an estimated $21.7K and bringing the position to 223,326 shares worth $33.1M. The position accounts for 5.7% of the portfolio, ranked #5.

Cedar Mountain Advisors first reported a position in IJR in Q4 2019 and has held it in 27 quarters since. 575 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Cedar Mountain Advisors held 223,326 shares of iShares Core S&P Small-Cap ETF worth $33.1M as of Q2 2026.
  • Cedar Mountain Advisors bought 158 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $21.7K.
  • iShares Core S&P Small-Cap ETF made up 5.7% of Cedar Mountain Advisors's portfolio in Q2 2026, its #5 holding.
  • Cedar Mountain Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 575 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.