Cedar Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Cedar Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$793K	Sell	3,197 -850	-21%	-$219K	0.23%	41
2025 Q4	$996K	Hold	4,047	–	–	0.3%	33
2025 Q3	$979K	Sell	4,047 -131	-3%	-$30.1K	0.3%	32
2025 Q2	$902K	Buy	4,178 +2,946	+239%	+$593K	0.31%	32
2025 Q1	$246K	Hold	1,232	–	–	0.09%	73
2024 Q4	$272K	Sell	1,232 -1,134	-48%	-$259K	0.1%	64
2024 Q3	$523K	Buy	+2,366	New	+$506K	0.16%	64
2023 Q4	–	Sell	-1,412	Closed	-$250K	–	287
2023 Q3	$250K	Sell	1,412 -944	-40%	-$177K	0.1%	92
2023 Q2	$441K	Buy	2,356 +2,354	+117,700%	+$420K	0.17%	69
2023 Q1	$357	Hold	2	–	–	﹤0.01%	294
2022 Q4	$349	Hold	2	–	–	﹤0.01%	293
2022 Q3	$0	Hold	2	–	–	﹤0.01%	339
2022 Q2	$0	Hold	2	–	–	﹤0.01%	357
2022 Q1	$0	Hold	2	–	–	﹤0.01%	378
2021 Q4	$0	Sell	2 -6	-75%	-$1.36K	﹤0.01%	370
2021 Q3	$2K	Hold	8	–	–	﹤0.01%	258
2021 Q2	$2K	Hold	8	–	–	﹤0.01%	261
2021 Q1	$2K	Hold	8	–	–	﹤0.01%	235
2020 Q4	$2K	Buy	+8	New	+$1.4K	﹤0.01%	226
2019 Q3	–	Sell	-905	Closed	-$141K	–	161
2019 Q2	$141K	Hold	905	–	–	0.09%	79
2019 Q1	$139K	Hold	905	–	–	0.09%	72
2018 Q4	$121K	Hold	905	–	–	0.09%	69
2018 Q3	$153K	Hold	905	–	–	0.08%	68
2018 Q2	$148K	Buy	+905	New	+$145K	0.08%	60

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cedar Wealth Management's IWM Position: Q1 2026 in Review

Cedar Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 21% in Q1 2026, selling an estimated $219K and leaving 3,197 shares worth $793K. The position accounts for 0.23% of the portfolio, ranked #41.

Cedar Wealth Management first reported a position in IWM in Q2 2018 and has held it in 24 quarters since. The position peaked at $996K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Cedar Wealth Management held 3,197 shares of iShares Russell 2000 ETF worth $793K as of Q1 2026.
Cedar Wealth Management sold 850 iShares Russell 2000 ETF shares in Q1 2026, an estimated $219K.
iShares Russell 2000 ETF made up 0.23% of Cedar Wealth Management's portfolio in Q1 2026, its #41 holding.
Cedar Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2018 and has held it in 24 quarters since.
Cedar Wealth Management's iShares Russell 2000 ETF position peaked at $996K in Q4 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.