CMA
Cedar Mountain Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34M | Buy |
257,168
+2,297
| +0.9% | +$304K | 7.06% | 4 |
|
|
2025
Q1 | $32.1M | Buy |
254,871
+2,204
| +0.9% | +$278K | 7.19% | 4 |
|
|
2024
Q4 | $32.7M | Buy |
252,667
+3,320
| +1% | +$429K | 7.18% | 4 |
|
|
2024
Q3 | $33M | Buy |
249,347
+660
| +0.3% | +$87.3K | 7.43% | 3 |
|
|
2024
Q2 | $30M | Buy |
248,687
+2,388
| +1% | +$288K | 7.41% | 4 |
|
|
2024
Q1 | $30.9M | Buy |
246,299
+1,289
| +0.5% | +$162K | 7.76% | 3 |
|
|
2023
Q4 | $28.5M | Buy |
245,010
+183
| +0.1% | +$21.3K | 7.71% | 3 |
|
|
2023
Q3 | $25.5M | Buy |
244,827
+396
| +0.2% | +$41.3K | 7.53% | 3 |
|
|
2023
Q2 | $26.8M | Sell |
244,431
-11
| -0% | -$1.21K | 7.67% | 3 |
|
|
2023
Q1 | $26M | Buy |
244,442
+1,407
| +0.6% | +$149K | 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% | +$280K | 7.81% | 4 |
|
|
2022
Q2 | $24.5M | Sell |
241,328
-3,289
| -1% | -$334K | 8.39% | 4 |
|
|
2022
Q1 | $29.3M | Sell |
244,617
-7,328
| -3% | -$877K | 8.65% | 3 |
|
|
2021
Q4 | $30.8M | Buy |
251,945
+3,165
| +1% | +$387K | 9.46% | 4 |
|
|
2021
Q3 | $28.2M | Buy |
248,780
+154
| +0.1% | +$17.4K | 9.37% | 4 |
|
|
2021
Q2 | $28.6M | Sell |
248,626
-5,085
| -2% | -$585K | 9.45% | 4 |
|
|
2021
Q1 | $27.7M | Buy |
253,711
+852
| +0.3% | +$93.1K | 9.38% | 4 |
|
|
2020
Q4 | $24.5M | Buy |
252,859
+2,745
| +1% | +$266K | 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% | -$357K | 8.22% | 5 |
|
|
2020
Q1 | $16.2M | Buy |
252,501
+11,823
| +5% | +$758K | 8.1% | 5 |
|
|
2019
Q4 | $22.8M | Buy |
+240,678
| New | +$22.8M | 9.2% | 4 |
|