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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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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. 2,509 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.
  • 2,509 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.