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

Cedar Mountain Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$95.8M Buy
395,280
+104
+0% +$24.2K 16.5% 1
2026
Q1 		$84.4M Sell
395,176
-7,376
-2% -$1.62M 16.51% 1
2025
Q4 		$84.7M Buy
402,552
+1,586
+0.4% +$328K 16.33% 2
2025
Q3 		$81.6M Sell
400,966
-16,159
-4% -$3.21M 15.89% 2
2025
Q2 		$81M Buy
417,125
+2,146
+0.5% +$397K 16.84% 2
2025
Q1 		$78.1M Buy
414,979
+1,428
+0.3% +$272K 17.49% 1
2024
Q4 		$76.6M Buy
413,551
+2,651
+0.6% +$508K 16.82% 2
2024
Q3 		$78M Buy
410,900
+1,493
+0.4% +$272K 17.58% 1
2024
Q2 		$71.4M Buy
409,407
+4,494
+1% +$786K 17.64% 2
2024
Q1 		$72.5M Buy
404,913
+2,328
+0.6% +$394K 18.24% 2
2023
Q4 		$66.5M Sell
402,585
-1,049
-0.3% -$162K 18.01% 2
2023
Q3 		$61.3M Sell
403,634
-1,315
-0.3% -$209K 18.07% 2
2023
Q2 		$63.9M Buy
404,949
+452
+0.1% +$69.1K 18.26% 2
2023
Q1 		$61.6M Sell
404,497
-74
-0% -$11.4K 18.53% 1
2022
Q4 		$61.4M Sell
404,571
-3,477
-0.9% -$520K 19.25% 1
2022
Q3 		$55.5M Buy
408,048
+24,860
+6% +$3.74M 18.47% 1
2022
Q2 		$55.6M Buy
383,188
+4,807
+1% +$752K 19.01% 1
2022
Q1 		$62.8M Buy
378,381
+5,941
+2% +$976K 18.55% 2
2021
Q4 		$62.5M Buy
372,440
+5,393
+1% +$884K 19.19% 2
2021
Q3 		$57.4M Buy
367,047
+352
+0.1% +$56.4K 19.11% 2
2021
Q2 		$58.2M Buy
366,695
+1,561
+0.4% +$247K 19.22% 2
2021
Q1 		$55.3M Buy
365,134
+4,337
+1% +$627K 18.71% 2
2020
Q4 		$49.3M Buy
360,797
+7,156
+2% +$918K 17.63% 2
2020
Q3 		$41.8M Buy
353,641
+4,201
+1% +$498K 16.91% 2
2020
Q2 		$39.4M Buy
349,440
+3,756
+1% +$413K 17.05% 2
2020
Q1 		$34.3M Buy
345,684
+10,518
+3% +$1.31M 17.15% 2
2019
Q4 		$45.7M Buy
+335,166
New +$44.2M 18.45% 2

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Cedar Mountain Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 0.03% in Q2 2026, buying an estimated $24.2K and bringing the position to 395,280 shares worth $95.8M. The position accounts for 16.5% of the portfolio, ranked #1.

Cedar Mountain Advisors first reported a position in IWD in Q4 2019 and has held it in 27 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Cedar Mountain Advisors held 395,280 shares of iShares Russell 1000 Value ETF worth $95.8M as of Q2 2026.
  • Cedar Mountain Advisors bought 104 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $24.2K.
  • iShares Russell 1000 Value ETF made up 16.5% of Cedar Mountain Advisors's portfolio in Q2 2026, its #1 holding.
  • Cedar Mountain Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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