CMA
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Cedar Mountain Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Cedar Mountain Advisors’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41.6M Buy
252,713
+1,131
+0.4% +$178K 7.16% 3
2026
Q1 		$36.7M Sell
251,582
-2,453
-1% -$364K 7.17% 3
2025
Q4 		$35.8M Buy
254,035
+1,726
+0.7% +$241K 6.91% 4
2025
Q3 		$35.2M Sell
252,309
-4,859
-2% -$664K 6.86% 4
2025
Q2 		$34M Buy
257,168
+2,297
+0.9% +$288K 7.06% 4
2025
Q1 		$32.1M Buy
254,871
+2,204
+0.9% +$287K 7.19% 4
2024
Q4 		$32.7M Buy
252,667
+3,320
+1% +$444K 7.18% 4
2024
Q3 		$33M Buy
249,347
+660
+0.3% +$83.4K 7.43% 3
2024
Q2 		$30M Buy
248,687
+2,388
+1% +$290K 7.41% 4
2024
Q1 		$30.9M Buy
246,299
+1,289
+0.5% +$152K 7.76% 3
2023
Q4 		$28.5M Buy
245,010
+183
+0.1% +$19.5K 7.71% 3
2023
Q3 		$25.5M Buy
244,827
+396
+0.2% +$43.6K 7.53% 3
2023
Q2 		$26.8M Sell
244,431
-11
-0% -$1.16K 7.67% 3
2023
Q1 		$26M Buy
244,442
+1,407
+0.6% +$154K 7.81% 3
2022
Q4 		$25.6M Sell
243,035
-1,209
-0.5% -$127K 8.03% 3
2022
Q3 		$23.5M Buy
244,244
+2,916
+1% +$312K 7.81% 4
2022
Q2 		$24.5M Sell
241,328
-3,289
-1% -$368K 8.39% 4
2022
Q1 		$29.3M Sell
244,617
-7,328
-3% -$863K 8.65% 3
2021
Q4 		$30.8M Buy
251,945
+3,165
+1% +$378K 9.46% 4
2021
Q3 		$28.2M Buy
248,780
+154
+0.1% +$17.8K 9.37% 4
2021
Q2 		$28.6M Sell
248,626
-5,085
-2% -$583K 9.45% 4
2021
Q1 		$27.7M Buy
253,711
+852
+0.3% +$88.7K 9.38% 4
2020
Q4 		$24.5M Buy
252,859
+2,745
+1% +$247K 8.76% 4
2020
Q3 		$20.2M Buy
250,114
+2,283
+0.9% +$185K 8.19% 5
2020
Q2 		$19M Sell
247,831
-4,670
-2% -$340K 8.22% 5
2020
Q1 		$16.2M Buy
252,501
+11,823
+5% +$1.01M 8.1% 5
2019
Q4 		$22.8M Buy
+240,678
New +$22M 9.2% 4

Other funds holding IWS

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

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

Cedar Mountain Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.45% in Q2 2026, buying an estimated $178K and bringing the position to 252,713 shares worth $41.6M. The position accounts for 7.16% of the portfolio, ranked #3.

Cedar Mountain Advisors first reported a position in IWS in Q4 2019 and has held it in 27 quarters since. 188 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Cedar Mountain Advisors held 252,713 shares of iShares Russell Mid-Cap Value ETF worth $41.6M as of Q2 2026.
  • Cedar Mountain Advisors bought 1,131 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $178K.
  • iShares Russell Mid-Cap Value ETF made up 7.16% of Cedar Mountain Advisors's portfolio in Q2 2026, its #3 holding.
  • Cedar Mountain Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 188 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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