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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
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

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return

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

Cedar Mountain Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 375% in Q2 2026, buying an estimated $290K and bringing the position to 1,754 shares worth $388K. The position accounts for 0.07% of the portfolio, ranked #55.

Cedar Mountain Advisors first reported a position in IWN in Q4 2024 and has held it in 7 quarters since. 183 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Cedar Mountain Advisors held 1,754 shares of iShares Russell 2000 Value ETF worth $388K as of Q2 2026.
  • Cedar Mountain Advisors bought 1,385 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $290K.
  • iShares Russell 2000 Value ETF made up 0.07% of Cedar Mountain Advisors's portfolio in Q2 2026, its #55 holding.
  • Cedar Mountain Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 183 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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