Cedar Mountain Advisors
IWP icon

Cedar Mountain Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Cedar Mountain Advisors’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$37.6M Sell
272,997
-3,203
-1% -$450K 6.37% 4
2026
Q2 		$40.4M Buy
276,200
+2,898
+1% +$399K 6.96% 4
2026
Q1 		$35M Sell
273,302
-216
-0.1% -$29.2K 6.85% 4
2025
Q4 		$37.5M Buy
273,518
+1,454
+0.5% +$203K 7.23% 3
2025
Q3 		$38.7M Sell
272,064
-10,746
-4% -$1.52M 7.54% 3
2025
Q2 		$39.2M Sell
282,810
-418
-0.1% -$52.9K 8.15% 3
2025
Q1 		$33.3M Sell
283,228
-785
-0.3% -$101K 7.45% 3
2024
Q4 		$36M Buy
284,013
+7,447
+3% +$947K 7.91% 3
2024
Q3 		$32.4M Buy
276,566
+3,747
+1% +$419K 7.31% 4
2024
Q2 		$30.1M Buy
272,819
+2,409
+0.9% +$265K 7.43% 3
2024
Q1 		$30.9M Sell
270,410
-248
-0.1% -$26.8K 7.76% 4
2023
Q4 		$28.3M Sell
270,658
-1,642
-0.6% -$156K 7.65% 4
2023
Q3 		$24.9M Sell
272,300
-1,291
-0.5% -$123K 7.33% 4
2023
Q2 		$26.4M Sell
273,591
-1,617
-0.6% -$147K 7.55% 4
2023
Q1 		$25.1M Buy
275,208
+3,805
+1% +$340K 7.54% 4
2022
Q4 		$22.7M Sell
271,403
-2,860
-1% -$241K 7.12% 4
2022
Q3 		$21.5M Buy
274,263
+1,425
+0.5% +$123K 7.16% 5
2022
Q2 		$21.6M Buy
272,838
+20
+0% +$1.74K 7.4% 5
2022
Q1 		$27.4M Sell
272,818
-1,181
-0.4% -$118K 8.1% 4
2021
Q4 		$31.6M Buy
273,999
+1,516
+0.6% +$177K 9.69% 3
2021
Q3 		$30.5M Sell
272,483
-5,274
-2% -$607K 10.16% 3
2021
Q2 		$31.4M Sell
277,757
-8,471
-3% -$905K 10.39% 3
2021
Q1 		$29.2M Sell
286,228
-2,507
-0.9% -$262K 9.88% 3
2020
Q4 		$29.6M Sell
288,735
-13,563
-4% -$1.29M 10.59% 3
2020
Q3 		$26.1M Sell
302,298
-2,860
-0.9% -$241K 10.58% 3
2020
Q2 		$24.1M Sell
305,158
-13,618
-4% -$988K 10.45% 3
2020
Q1 		$19.4M Buy
318,776
+8,176
+3% +$596K 9.69% 4
2019
Q4 		$23.7M Buy
+310,600
New +$22.8M 9.56% 3

Other funds holding IWP

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

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

Cedar Mountain Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.2% in Q3 2026, selling an estimated $450K and leaving 272,997 shares worth $37.6M. The position accounts for 6.37% of the portfolio, ranked #4.

Cedar Mountain Advisors first reported a position in IWP in Q4 2019 and has held it in 28 quarters since. The position peaked at $40.4M in Q2 2026. 315 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • Cedar Mountain Advisors held 272,997 shares of iShares Russell Mid-Cap Growth ETF worth $37.6M as of Q3 2026.
  • Cedar Mountain Advisors sold 3,203 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $450K.
  • iShares Russell Mid-Cap Growth ETF made up 6.37% of Cedar Mountain Advisors's portfolio in Q3 2026, its #4 holding.
  • Cedar Mountain Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • Cedar Mountain Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $40.4M in Q2 2026.
  • 315 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

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