CMA
Cedar Mountain Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81M | Buy |
417,125
+2,146
| +0.5% | +$417K | 16.84% | 2 |
|
|
2025
Q1 | $78.1M | Buy |
414,979
+1,428
| +0.3% | +$269K | 17.49% | 1 |
|
|
2024
Q4 | $76.6M | Buy |
413,551
+2,651
| +0.6% | +$491K | 16.82% | 2 |
|
|
2024
Q3 | $78M | Buy |
410,900
+1,493
| +0.4% | +$283K | 17.58% | 1 |
|
|
2024
Q2 | $71.4M | Buy |
409,407
+4,494
| +1% | +$784K | 17.64% | 2 |
|
|
2024
Q1 | $72.5M | Buy |
404,913
+2,328
| +0.6% | +$417K | 18.24% | 2 |
|
|
2023
Q4 | $66.5M | Sell |
402,585
-1,049
| -0.3% | -$173K | 18.01% | 2 |
|
|
2023
Q3 | $61.3M | Sell |
403,634
-1,315
| -0.3% | -$200K | 18.07% | 2 |
|
|
2023
Q2 | $63.9M | Buy |
404,949
+452
| +0.1% | +$71.3K | 18.26% | 2 |
|
|
2023
Q1 | $61.6M | Sell |
404,497
-74
| -0% | -$11.3K | 18.53% | 1 |
|
|
2022
Q4 | $61.4M | Sell |
404,571
-3,477
| -0.9% | -$527K | 19.25% | 1 |
|
|
2022
Q3 | $55.5M | Buy |
408,048
+24,860
| +6% | +$3.38M | 18.47% | 1 |
|
|
2022
Q2 | $55.6M | Buy |
383,188
+4,807
| +1% | +$697K | 19.01% | 1 |
|
|
2022
Q1 | $62.8M | Buy |
378,381
+5,941
| +2% | +$986K | 18.55% | 2 |
|
|
2021
Q4 | $62.5M | Buy |
372,440
+5,393
| +1% | +$906K | 19.19% | 2 |
|
|
2021
Q3 | $57.4M | Buy |
367,047
+352
| +0.1% | +$55.1K | 19.11% | 2 |
|
|
2021
Q2 | $58.2M | Buy |
366,695
+1,561
| +0.4% | +$248K | 19.22% | 2 |
|
|
2021
Q1 | $55.3M | Buy |
365,134
+4,337
| +1% | +$657K | 18.71% | 2 |
|
|
2020
Q4 | $49.3M | Buy |
360,797
+7,156
| +2% | +$978K | 17.63% | 2 |
|
|
2020
Q3 | $41.8M | Buy |
353,641
+4,201
| +1% | +$496K | 16.91% | 2 |
|
|
2020
Q2 | $39.4M | Buy |
349,440
+3,756
| +1% | +$423K | 17.05% | 2 |
|
|
2020
Q1 | $34.3M | Buy |
345,684
+10,518
| +3% | +$1.04M | 17.15% | 2 |
|
|
2019
Q4 | $45.7M | Buy |
+335,166
| New | +$45.7M | 18.45% | 2 |
|