CMA
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Cedar Mountain Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cedar Mountain Advisors’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$95.8M Buy
771,325
+569
+0.1% +$68.6K 16.49% 2
2026
Q1 		$82.2M Sell
770,756
-5,576
-0.7% -$633K 16.07% 2
2025
Q4 		$91.9M Sell
776,332
-5,668
-0.7% -$671K 17.72% 1
2025
Q3 		$91.6M Sell
782,000
-32,768
-4% -$3.65M 17.83% 1
2025
Q2 		$86.5M Buy
814,768
+320
+0% +$30.6K 17.97% 1
2025
Q1 		$73.5M Sell
814,448
-3,820
-0.5% -$377K 16.47% 2
2024
Q4 		$82.1M Sell
818,268
-3,396
-0.4% -$334K 18.05% 1
2024
Q3 		$77.1M Sell
821,664
-85,840
-9% -$7.78M 17.38% 2
2024
Q2 		$82.7M Sell
907,504
-7,632
-0.8% -$652K 20.42% 1
2024
Q1 		$77.1M Sell
915,136
-4,304
-0.5% -$347K 19.39% 1
2023
Q4 		$69.7M Sell
919,440
-15,552
-2% -$1.1M 18.86% 1
2023
Q3 		$62.2M Sell
934,992
-9,868
-1% -$681K 18.33% 1
2023
Q2 		$65M Sell
944,860
-5,780
-0.6% -$368K 18.57% 1
2023
Q1 		$58.1M Sell
950,640
-168
-0% -$9.68K 17.47% 2
2022
Q4 		$50.9M Sell
950,808
-9,420
-1% -$518K 15.98% 2
2022
Q3 		$50.5M Buy
960,228
+18,148
+2% +$1.07M 16.81% 2
2022
Q2 		$51.5M Buy
942,080
+15,964
+2% +$958K 17.63% 2
2022
Q1 		$64.3M Buy
926,116
+16,088
+2% +$1.1M 18.99% 1
2021
Q4 		$69.5M Sell
910,028
-472
-0.1% -$35K 21.33% 1
2021
Q3 		$62.4M Sell
910,500
-26,800
-3% -$1.9M 20.75% 1
2021
Q2 		$63.6M Sell
937,300
-68,840
-7% -$4.44M 21.02% 1
2021
Q1 		$61.1M Sell
1,006,140
-12,596
-1% -$767K 20.67% 1
2020
Q4 		$61.4M Sell
1,018,736
-57,108
-5% -$3.25M 21.94% 1
2020
Q3 		$58.3M Sell
1,075,844
-13,616
-1% -$717K 23.62% 1
2020
Q2 		$52.3M Sell
1,089,460
-4,596
-0.4% -$203K 22.65% 1
2020
Q1 		$41.2M Buy
1,094,056
+6,188
+0.6% +$267K 20.61% 1
2019
Q4 		$47.8M Buy
+1,087,868
New +$45.4M 19.3% 1

Other funds holding IWF

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

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

Cedar Mountain Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.07% in Q2 2026, buying an estimated $68.6K and bringing the position to 771,325 shares worth $95.8M. The position accounts for 16.49% of the portfolio, ranked #2.

Cedar Mountain Advisors first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. 490 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Cedar Mountain Advisors held 771,325 shares of iShares Russell 1000 Growth ETF worth $95.8M as of Q2 2026.
  • Cedar Mountain Advisors bought 569 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $68.6K.
  • iShares Russell 1000 Growth ETF made up 16.49% of Cedar Mountain Advisors's portfolio in Q2 2026, its #2 holding.
  • Cedar Mountain Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 490 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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