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

Cedar Mountain Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$323K Buy
821
+647
+372% +$236K 0.06% 61
2026
Q1 		$54.6K Sell
174
-2
-1% -$665 0.01% 142
2025
Q4 		$56.9K Hold
176
– – 0.01% 111
2025
Q3 		$56.3K Buy
176
+120
+214% +$36.2K 0.01% 107
2025
Q2 		$16K Sell
56
-58
-51% -$15.3K ﹤0.01% 180
2025
Q1 		$29.1K Buy
114
+66
+138% +$18.6K 0.01% 130
2024
Q4 		$13.8K Buy
+48
New +$14.2K ﹤0.01% 186

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Cedar Mountain Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 372% in Q2 2026, buying an estimated $236K and bringing the position to 821 shares worth $323K. The position accounts for 0.06% of the portfolio, ranked #61.

Cedar Mountain Advisors first reported a position in IWO in Q4 2024 and has held it in 7 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Cedar Mountain Advisors held 821 shares of iShares Russell 2000 Growth ETF worth $323K as of Q2 2026.
  • Cedar Mountain Advisors bought 647 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $236K.
  • iShares Russell 2000 Growth ETF made up 0.06% of Cedar Mountain Advisors's portfolio in Q2 2026, its #61 holding.
  • Cedar Mountain Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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