CMA
Cedar Mountain Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.2M | Sell |
282,810
-418
| -0.1% | -$58K | 8.15% | 3 |
|
|
2025
Q1 | $33.3M | Sell |
283,228
-785
| -0.3% | -$92.2K | 7.45% | 3 |
|
|
2024
Q4 | $36M | Buy |
284,013
+7,447
| +3% | +$944K | 7.91% | 3 |
|
|
2024
Q3 | $32.4M | Buy |
276,566
+3,747
| +1% | +$439K | 7.31% | 4 |
|
|
2024
Q2 | $30.1M | Buy |
272,819
+2,409
| +0.9% | +$266K | 7.43% | 3 |
|
|
2024
Q1 | $30.9M | Sell |
270,410
-248
| -0.1% | -$28.3K | 7.76% | 4 |
|
|
2023
Q4 | $28.3M | Sell |
270,658
-1,642
| -0.6% | -$172K | 7.65% | 4 |
|
|
2023
Q3 | $24.9M | Sell |
272,300
-1,291
| -0.5% | -$118K | 7.33% | 4 |
|
|
2023
Q2 | $26.4M | Sell |
273,591
-1,617
| -0.6% | -$156K | 7.55% | 4 |
|
|
2023
Q1 | $25.1M | Buy |
275,208
+3,805
| +1% | +$346K | 7.54% | 4 |
|
|
2022
Q4 | $22.7M | Sell |
271,403
-2,860
| -1% | -$239K | 7.12% | 4 |
|
|
2022
Q3 | $21.5M | Buy |
274,263
+1,425
| +0.5% | +$112K | 7.16% | 5 |
|
|
2022
Q2 | $21.6M | Buy |
272,838
+20
| +0% | +$1.58K | 7.4% | 5 |
|
|
2022
Q1 | $27.4M | Sell |
272,818
-1,181
| -0.4% | -$119K | 8.1% | 4 |
|
|
2021
Q4 | $31.6M | Buy |
273,999
+1,516
| +0.6% | +$175K | 9.69% | 3 |
|
|
2021
Q3 | $30.5M | Sell |
272,483
-5,274
| -2% | -$591K | 10.16% | 3 |
|
|
2021
Q2 | $31.4M | Sell |
277,757
-8,471
| -3% | -$959K | 10.39% | 3 |
|
|
2021
Q1 | $29.2M | Sell |
286,228
-2,507
| -0.9% | -$256K | 9.88% | 3 |
|
|
2020
Q4 | $29.6M | Buy |
288,735
+137,586
| +91% | +$14.1M | 10.59% | 3 |
|
|
2020
Q3 | $26.1M | Sell |
151,149
-1,430
| -0.9% | -$247K | 10.58% | 3 |
|
|
2020
Q2 | $24.1M | Sell |
152,579
-6,809
| -4% | -$1.08M | 10.45% | 3 |
|
|
2020
Q1 | $19.4M | Buy |
159,388
+4,088
| +3% | +$497K | 9.69% | 4 |
|
|
2019
Q4 | $23.7M | Buy |
+155,300
| New | +$23.7M | 9.56% | 3 |
|