Cedar Mountain Advisors
IWO icon

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
Q3 		$584K Buy
1,637
+816
+99% +$308K 0.1% 50
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 		$56.8K 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

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Vaughan & Co Securities
Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Powell Investment Advisors
Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

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

Cedar Mountain Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 99% in Q3 2026, buying an estimated $308K and bringing the position to 1,637 shares worth $584K. The position accounts for 0.1% of the portfolio, ranked #50.

Cedar Mountain Advisors first reported a position in IWO in Q4 2024 and has held it in 8 quarters since. 312 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Cedar Mountain Advisors held 1,637 shares of iShares Russell 2000 Growth ETF worth $584K as of Q3 2026.
  • Cedar Mountain Advisors bought 816 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $308K.
  • iShares Russell 2000 Growth ETF made up 0.1% of Cedar Mountain Advisors's portfolio in Q3 2026, its #50 holding.
  • Cedar Mountain Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • 312 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

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