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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
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

Other funds holding IWB

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

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

Cedar Mountain Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 368 shares worth $151K. The position accounts for 0.03% of the portfolio, ranked #86.

Cedar Mountain Advisors first reported a position in IWB in Q4 2019 and has held it in 27 quarters since. The position peaked at $404K in Q4 2020. 278 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Cedar Mountain Advisors held 368 shares of iShares Russell 1000 ETF worth $151K as of Q2 2026.
  • Cedar Mountain Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.03% of Cedar Mountain Advisors's portfolio in Q2 2026, its #86 holding.
  • Cedar Mountain Advisors first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 27 quarters since.
  • Cedar Mountain Advisors's iShares Russell 1000 ETF position peaked at $404K in Q4 2020.
  • 278 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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