Cedar Mountain Advisors’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Cedar Mountain Advisors’s Portfolio ISCV Stock Details ISCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$54.4K	Hold	727	–	–	0.01%	153
2026 Q2	$56.9K	Hold	727	–	–	0.01%	155
2026 Q1	$50.5K	Hold	727	–	–	0.01%	148
2025 Q4	$49.8K	Hold	727	–	–	0.01%	116
2025 Q3	$48.4K	Hold	727	–	–	0.01%	116
2025 Q2	$44.6K	Hold	727	–	–	0.01%	106
2025 Q1	$43.1K	Hold	727	–	–	0.01%	102
2024 Q4	$46.1K	Hold	727	–	–	0.01%	92
2024 Q3	$46.2K	Hold	727	–	–	0.01%	87
2024 Q2	$42.1K	Sell	727 -104	-13%	-$6.09K	0.01%	79
2024 Q1	$50.9K	Hold	831	–	–	0.01%	76
2023 Q4	$49.2K	Hold	831	–	–	0.01%	73
2023 Q3	$43K	Hold	831	–	–	0.01%	74
2023 Q2	$44.9K	Hold	831	–	–	0.01%	80
2023 Q1	$43.4K	Hold	831	–	–	0.01%	80
2022 Q4	$43.3K	Hold	831	–	–	0.01%	78
2022 Q3	$39K	Hold	831	–	–	0.01%	78
2022 Q2	$42K	Hold	831	–	–	0.01%	79
2022 Q1	$49K	Hold	831	–	–	0.01%	79
2021 Q4	$49K	Hold	831	–	–	0.02%	74
2021 Q3	$47K	Hold	831	–	–	0.02%	73
2021 Q2	$49K	Hold	831	–	–	0.02%	72
2021 Q1	$47K	Hold	831	–	–	0.02%	73
2020 Q4	$39K	Hold	831	–	–	0.01%	84
2020 Q3	$29K	Hold	831	–	–	0.01%	89
2020 Q2	$29K	Sell	831 -99	-11%	-$3.24K	0.01%	84
2020 Q1	$26K	Hold	930	–	–	0.01%	75
2019 Q4	$45K	Buy	+930	New	+$42.8K	0.02%	66

Other funds holding ISCV

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Twin Cities Retirement Group Plymouth, Minnesota $121M AUM 7.8% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sensible Money Scottsdale, Arizona $389M AUM 18.91% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $284M AUM 15.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Unified Investment Management Atlanta, Georgia $114M AUM 22.27% 1-Year Est. Return

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

Cedar Mountain Advisors held its iShares Morningstar Small-Cap Value ETF (ISCV) position steady in Q3 2026 at 727 shares worth $54.4K. The position accounts for 0.01% of the portfolio, ranked #153.

Cedar Mountain Advisors first reported a position in ISCV in Q4 2019 and has held it in 28 quarters since. The position peaked at $56.9K in Q2 2026. 22 funds tracked by Wall St. Rank hold ISCV as of Q3 2026.

Cedar Mountain Advisors held 727 shares of iShares Morningstar Small-Cap Value ETF worth $54.4K as of Q3 2026.
Cedar Mountain Advisors left its iShares Morningstar Small-Cap Value ETF share count unchanged in Q3 2026.
iShares Morningstar Small-Cap Value ETF made up 0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #153 holding.
Cedar Mountain Advisors first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2019 and has held it in 28 quarters since.
Cedar Mountain Advisors's iShares Morningstar Small-Cap Value ETF position peaked at $56.9K in Q2 2026.
22 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q3 2026.

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