CMA
IWM icon

Cedar Mountain Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Cedar Mountain Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$781K Sell
2,598
-1,460
-36% -$410K 0.13% 42
2026
Q1 		$1.01M Hold
4,058
– – 0.2% 34
2025
Q4 		$999K Hold
4,058
– – 0.19% 35
2025
Q3 		$982K Sell
4,058
-116
-3% -$26.6K 0.19% 35
2025
Q2 		$901K Sell
4,174
-170
-4% -$34.2K 0.19% 32
2025
Q1 		$867K Sell
4,344
-494
-10% -$107K 0.19% 33
2024
Q4 		$1.07M Sell
4,838
-193
-4% -$44K 0.23% 31
2024
Q3 		$1.11M Buy
5,031
+537
+12% +$115K 0.25% 28
2024
Q2 		$912K Sell
4,494
-392
-8% -$79.2K 0.23% 24
2024
Q1 		$1.03M Buy
4,886
+12
+0.2% +$2.39K 0.26% 24
2023
Q4 		$978K Hold
4,874
– – 0.26% 24
2023
Q3 		$861K Sell
4,874
-229
-4% -$43K 0.25% 24
2023
Q2 		$956K Sell
5,103
-74
-1% -$13.2K 0.27% 24
2023
Q1 		$924K Hold
5,177
– – 0.28% 24
2022
Q4 		$903K Hold
5,177
– – 0.28% 23
2022
Q3 		$854K Buy
5,177
+65
+1% +$11.9K 0.28% 22
2022
Q2 		$866K Buy
5,112
+133
+3% +$24.5K 0.3% 21
2022
Q1 		$1.02M Buy
4,979
+49
+1% +$10K 0.3% 20
2021
Q4 		$1.1M Buy
4,930
+73
+2% +$16.5K 0.34% 18
2021
Q3 		$1.06M Buy
4,857
+138
+3% +$30.6K 0.35% 17
2021
Q2 		$1.08M Buy
4,719
+74
+2% +$16.6K 0.36% 17
2021
Q1 		$1.03M Sell
4,645
-90
-2% -$19.6K 0.35% 17
2020
Q4 		$928K Sell
4,735
-101
-2% -$17.7K 0.33% 17
2020
Q3 		$724K Buy
4,836
+447
+10% +$67.2K 0.29% 19
2020
Q2 		$628K Buy
4,389
+45
+1% +$5.91K 0.27% 19
2020
Q1 		$497K Buy
4,344
+33
+0.8% +$4.92K 0.25% 19
2019
Q4 		$714K Buy
+4,311
New +$681K 0.29% 17

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Cedar Mountain Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 36% in Q2 2026, selling an estimated $410K and leaving 2,598 shares worth $781K. The position accounts for 0.13% of the portfolio, ranked #42.

Cedar Mountain Advisors first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.11M in Q3 2024. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Cedar Mountain Advisors held 2,598 shares of iShares Russell 2000 ETF worth $781K as of Q2 2026.
  • Cedar Mountain Advisors sold 1,460 iShares Russell 2000 ETF shares in Q2 2026, an estimated $410K.
  • iShares Russell 2000 ETF made up 0.13% of Cedar Mountain Advisors's portfolio in Q2 2026, its #42 holding.
  • Cedar Mountain Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
  • Cedar Mountain Advisors's iShares Russell 2000 ETF position peaked at $1.11M in Q3 2024.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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