CMA
IWN icon

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

Cedar Mountain Advisors’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$697K Buy
3,330
+1,576
+90% +$349K 0.12% 48
2026
Q2 		$388K Buy
1,754
+1,385
+375% +$290K 0.07% 55
2026
Q1 		$70K Buy
369
+56
+18% +$10.8K 0.01% 112
2025
Q4 		$56.7K Hold
313
– – 0.01% 112
2025
Q3 		$55.3K Buy
313
+216
+223% +$36.5K 0.01% 110
2025
Q2 		$15.3K Sell
97
-101
-51% -$15K ﹤0.01% 186
2025
Q1 		$29.9K Buy
198
+115
+139% +$18.6K 0.01% 126
2024
Q4 		$13.6K Buy
+83
New +$14.2K ﹤0.01% 188

Other funds holding IWN

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
SCG
Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

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

Cedar Mountain Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 90% in Q3 2026, buying an estimated $349K and bringing the position to 3,330 shares worth $697K. The position accounts for 0.12% of the portfolio, ranked #48.

Cedar Mountain Advisors first reported a position in IWN in Q4 2024 and has held it in 8 quarters since. 220 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Cedar Mountain Advisors held 3,330 shares of iShares Russell 2000 Value ETF worth $697K as of Q3 2026.
  • Cedar Mountain Advisors bought 1,576 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $349K.
  • iShares Russell 2000 Value ETF made up 0.12% of Cedar Mountain Advisors's portfolio in Q3 2026, its #48 holding.
  • Cedar Mountain Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 8 quarters since.
  • 220 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

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