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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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. 1,550 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.
1,550 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.