Cedar Mountain Advisors
IWB icon

Cedar Mountain Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Cedar Mountain Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$38.3K Sell
92
-276
-75% -$115K 0.01% 199
2026
Q2 		$151K Hold
368
– – 0.03% 86
2026
Q1 		$131K Hold
368
– – 0.03% 79
2025
Q4 		$137K Hold
368
– – 0.03% 71
2025
Q3 		$134K Hold
368
– – 0.03% 71
2025
Q2 		$125K Hold
368
– – 0.03% 68
2025
Q1 		$113K Sell
368
-4
-1% -$1.29K 0.03% 66
2024
Q4 		$120K Hold
372
– – 0.03% 67
2024
Q3 		$117K Hold
372
– – 0.03% 64
2024
Q2 		$111K Sell
372
-103
-22% -$29.6K 0.03% 56
2024
Q1 		$137K Hold
475
– – 0.03% 52
2023
Q4 		$125K Hold
475
– – 0.03% 50
2023
Q3 		$112K Sell
475
-72
-13% -$17.6K 0.03% 52
2023
Q2 		$133K Hold
547
– – 0.04% 52
2023
Q1 		$123K Hold
547
– – 0.04% 53
2022
Q4 		$115K Hold
547
– – 0.04% 51
2022
Q3 		$108K Hold
547
– – 0.04% 48
2022
Q2 		$114K Hold
547
– – 0.04% 48
2022
Q1 		$137K Sell
547
-73
-12% -$18K 0.04% 50
2021
Q4 		$164K Sell
620
-167
-21% -$43K 0.05% 44
2021
Q3 		$190K Sell
787
-53
-6% -$13.2K 0.06% 38
2021
Q2 		$203K Sell
840
-877
-51% -$207K 0.07% 38
2021
Q1 		$384K Sell
1,717
-192
-10% -$42K 0.13% 29
2020
Q4 		$404K Sell
1,909
-146
-7% -$29.1K 0.14% 27
2020
Q3 		$385K Sell
2,055
-106
-5% -$19.6K 0.16% 24
2020
Q2 		$371K Sell
2,161
-97
-4% -$15.7K 0.16% 23
2020
Q1 		$320K Buy
2,258
+7
+0.3% +$1.18K 0.16% 23
2019
Q4 		$402K Buy
+2,251
New +$384K 0.16% 23

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MPS Loria Financial Planners
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Hippocratic Financial Advisors
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McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Enclave Advisors
Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

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

Cedar Mountain Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 75% in Q3 2026, selling an estimated $115K and leaving 92 shares worth $38.3K. The position accounts for 0.01% of the portfolio, ranked #199.

Cedar Mountain Advisors first reported a position in IWB in Q4 2019 and has held it in 28 quarters since. The position peaked at $404K in Q4 2020. 491 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Cedar Mountain Advisors held 92 shares of iShares Russell 1000 ETF worth $38.3K as of Q3 2026.
  • Cedar Mountain Advisors sold 276 iShares Russell 1000 ETF shares in Q3 2026, an estimated $115K.
  • iShares Russell 1000 ETF made up 0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #199 holding.
  • Cedar Mountain Advisors first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 28 quarters since.
  • Cedar Mountain Advisors's iShares Russell 1000 ETF position peaked at $404K in Q4 2020.
  • 491 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

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