Cedar Mountain Advisors
IJR icon

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
Q3 		$29.7M Sell
218,228
-5,098
-2% -$738K 5.03% 5
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

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Cedar Mountain Advisors's IJR Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.3% in Q3 2026, selling an estimated $738K and leaving 218,228 shares worth $29.7M. The position accounts for 5.03% of the portfolio, ranked #5.

Cedar Mountain Advisors first reported a position in IJR in Q4 2019 and has held it in 28 quarters since. The position peaked at $33.1M in Q2 2026. 1,019 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Cedar Mountain Advisors held 218,228 shares of iShares Core S&P Small-Cap ETF worth $29.7M as of Q3 2026.
  • Cedar Mountain Advisors sold 5,098 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $738K.
  • iShares Core S&P Small-Cap ETF made up 5.03% of Cedar Mountain Advisors's portfolio in Q3 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 28 quarters since.
  • Cedar Mountain Advisors's iShares Core S&P Small-Cap ETF position peaked at $33.1M in Q2 2026.
  • 1,019 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.