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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

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 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. 189 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.
  • 189 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.