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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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. 1,078 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.
1,078 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.