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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
Q3 		$92.7M Sell
373,720
-21,560
-5% -$5.45M 15.71% 2
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

Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

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

Cedar Mountain Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 5.5% in Q3 2026, selling an estimated $5.45M and leaving 373,720 shares worth $92.7M. The position accounts for 15.71% of the portfolio, ranked #2.

Cedar Mountain Advisors first reported a position in IWD in Q4 2019 and has held it in 28 quarters since. The position peaked at $95.8M in Q2 2026. 394 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Cedar Mountain Advisors held 373,720 shares of iShares Russell 1000 Value ETF worth $92.7M as of Q3 2026.
  • Cedar Mountain Advisors sold 21,560 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $5.45M.
  • iShares Russell 1000 Value ETF made up 15.71% of Cedar Mountain Advisors's portfolio in Q3 2026, its #2 holding.
  • Cedar Mountain Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 28 quarters since.
  • Cedar Mountain Advisors's iShares Russell 1000 Value ETF position peaked at $95.8M in Q2 2026.
  • 394 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

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