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
Q3 		$38.8M Sell
241,344
-11,369
-4% -$1.91M 6.58% 3
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

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TW
ticino wealth Mission Viejo, California $324M AUM 26.97% 1-Year Est. Return

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

Cedar Mountain Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 4.5% in Q3 2026, selling an estimated $1.91M and leaving 241,344 shares worth $38.8M. The position accounts for 6.58% of the portfolio, ranked #3.

Cedar Mountain Advisors first reported a position in IWS in Q4 2019 and has held it in 28 quarters since. The position peaked at $41.6M in Q2 2026. 204 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Cedar Mountain Advisors held 241,344 shares of iShares Russell Mid-Cap Value ETF worth $38.8M as of Q3 2026.
  • Cedar Mountain Advisors sold 11,369 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $1.91M.
  • iShares Russell Mid-Cap Value ETF made up 6.58% of Cedar Mountain Advisors's portfolio in Q3 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 28 quarters since.
  • Cedar Mountain Advisors's iShares Russell Mid-Cap Value ETF position peaked at $41.6M in Q2 2026.
  • 204 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

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