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

Cedar Mountain Advisors’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$14.2K	Sell	133 -376	-74%	-$41.6K	﹤0.01%	378
2026 Q2	$56.2K	Hold	509	–	–	0.01%	160
2026 Q1	$49.5K	Hold	509	–	–	0.01%	153
2025 Q4	$49K	Hold	509	–	–	0.01%	118
2025 Q3	$49.1K	Hold	509	–	–	0.01%	115
2025 Q2	$46.8K	Hold	509	–	–	0.01%	102
2025 Q1	$43.3K	Hold	509	–	–	0.01%	101
2024 Q4	$45K	Hold	509	–	–	0.01%	95
2024 Q3	$44.9K	Hold	509	–	–	0.01%	89
2024 Q2	$41.3K	Sell	509 -152	-23%	-$12.4K	0.01%	82
2024 Q1	$55.6K	Hold	661	–	–	0.01%	69
2023 Q4	$51.4K	Hold	661	–	–	0.01%	71
2023 Q3	$45.8K	Sell	661 -105	-14%	-$7.66K	0.01%	72
2023 Q2	$55.9K	Hold	766	–	–	0.02%	70
2023 Q1	$53.6K	Hold	766	–	–	0.02%	70
2022 Q4	$51.7K	Hold	766	–	–	0.02%	68
2022 Q3	$48K	Hold	766	–	–	0.02%	70
2022 Q2	$50K	Sell	766 -232	-23%	-$16.5K	0.02%	70
2022 Q1	$78K	Sell	998 -105	-10%	-$8.08K	0.02%	68
2021 Q4	$92K	Sell	1,103 -9	-0.8%	-$739	0.03%	59
2021 Q3	$87K	Sell	1,112 -76	-6%	-$6.09K	0.03%	57
2021 Q2	$94K	Sell	1,188 -1,302	-52%	-$101K	0.03%	56
2021 Q1	$184K	Sell	2,490 -276	-10%	-$20K	0.06%	40
2020 Q4	$190K	Sell	2,766 -211	-7%	-$13.4K	0.07%	38
2020 Q3	$171K	Sell	2,977 -152	-5%	-$8.65K	0.07%	39
2020 Q2	$168K	Sell	3,129 -142	-4%	-$7.12K	0.07%	38
2020 Q1	$141K	Sell	3,271 -38	-1%	-$2.09K	0.07%	37
2019 Q4	$197K	Buy	+3,309	New	+$190K	0.08%	32

Other funds holding IWR

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

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

Cedar Mountain Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 74% in Q3 2026, selling an estimated $41.6K and leaving 133 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Cedar Mountain Advisors first reported a position in IWR in Q4 2019 and has held it in 28 quarters since. The position peaked at $197K in Q4 2019. 590 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Cedar Mountain Advisors held 133 shares of iShares Russell Mid-Cap ETF worth $14.2K as of Q3 2026.
Cedar Mountain Advisors sold 376 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $41.6K.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #378 holding.
Cedar Mountain Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
Cedar Mountain Advisors's iShares Russell Mid-Cap ETF position peaked at $197K in Q4 2019.
590 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

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