Cedar Mountain Advisors
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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
Q3 		$23.1K Sell
83
-2,515
-97% -$739K ﹤0.01% 280
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% +$5.9K 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

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Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
OFS Enterprise
OFS Enterprise Kearney, Nebraska $382M AUM
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

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

Cedar Mountain Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 97% in Q3 2026, selling an estimated $739K and leaving 83 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Cedar Mountain Advisors first reported a position in IWM in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.11M in Q3 2024. 755 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Cedar Mountain Advisors held 83 shares of iShares Russell 2000 ETF worth $23.1K as of Q3 2026.
  • Cedar Mountain Advisors sold 2,515 iShares Russell 2000 ETF shares in Q3 2026, an estimated $739K.
  • iShares Russell 2000 ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #280 holding.
  • Cedar Mountain Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 28 quarters since.
  • Cedar Mountain Advisors's iShares Russell 2000 ETF position peaked at $1.11M in Q3 2024.
  • 755 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

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