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 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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

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

Cedar Mountain Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.1% in Q2 2026, buying an estimated $399K and bringing the position to 276,200 shares worth $40.4M. The position accounts for 6.96% of the portfolio, ranked #4.

Cedar Mountain Advisors first reported a position in IWP in Q4 2019 and has held it in 27 quarters since. 229 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Cedar Mountain Advisors held 276,200 shares of iShares Russell Mid-Cap Growth ETF worth $40.4M as of Q2 2026.
Cedar Mountain Advisors bought 2,898 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $399K.
iShares Russell Mid-Cap Growth ETF made up 6.96% of Cedar Mountain Advisors's portfolio in Q2 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 27 quarters since.
229 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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