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
Q3 		$94.9M Sell
757,655
-13,670
-2% -$1.67M 16.09% 1
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% -$9.7K 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

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
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
BA
Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

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

Cedar Mountain Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.8% in Q3 2026, selling an estimated $1.67M and leaving 757,655 shares worth $94.9M. The position accounts for 16.09% of the portfolio, ranked #1.

Cedar Mountain Advisors first reported a position in IWF in Q4 2019 and has held it in 28 quarters since. The position peaked at $95.8M in Q2 2026. 606 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Cedar Mountain Advisors held 757,655 shares of iShares Russell 1000 Growth ETF worth $94.9M as of Q3 2026.
  • Cedar Mountain Advisors sold 13,670 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $1.67M.
  • iShares Russell 1000 Growth ETF made up 16.09% of Cedar Mountain Advisors's portfolio in Q3 2026, its #1 holding.
  • Cedar Mountain Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • Cedar Mountain Advisors's iShares Russell 1000 Growth ETF position peaked at $95.8M in Q2 2026.
  • 606 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

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