Cedar Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.85M | Buy |
21,171
+2,781
| +15% | +$1.08M | 2.28% | 11 |
|
|
2025
Q4 | $7.11M | Buy |
18,390
+665
| +4% | +$255K | 2.13% | 11 |
|
|
2025
Q3 | $6.72M | Sell |
17,725
-300
| -2% | -$109K | 2.06% | 11 |
|
|
2025
Q2 | $6.33M | Buy |
18,025
+2,591
| +17% | +$842K | 2.14% | 10 |
|
|
2025
Q1 | $4.9M | Buy |
15,434
+425
| +3% | +$142K | 1.74% | 11 |
|
|
2024
Q4 | $5.02M | Sell |
15,009
-100
| -0.7% | -$33.7K | 1.81% | 11 |
|
|
2024
Q3 | $4.94M | Sell |
15,109
-2,909
| -16% | -$916K | 1.53% | 11 |
|
|
2024
Q2 | $5.56M | Buy |
18,018
+290
| +2% | +$86.5K | 1.81% | 10 |
|
|
2024
Q1 | $5.32M | Buy |
17,728
+1,327
| +8% | +$379K | 1.75% | 10 |
|
|
2023
Q4 | $4.49M | Buy |
16,401
+2,036
| +14% | +$519K | 1.63% | 10 |
|
|
2023
Q3 | $3.52M | Buy |
14,365
+200
| +1% | +$51.1K | 1.39% | 12 |
|
|
2023
Q2 | $3.6M | Sell |
14,165
-821
| -5% | -$197K | 1.39% | 14 |
|
|
2023
Q1 | $3.53M | Sell |
14,986
-535
| -3% | -$123K | 1.44% | 13 |
|
|
2022
Q4 | $3.43M | Buy |
15,521
+5,393
| +53% | +$1.2M | 1.69% | 11 |
|
|
2022
Q3 | $2.1M | Buy |
10,128
+265
| +3% | +$61K | 1.04% | 18 |
|
|
2022
Q2 | $2.14M | Buy |
9,863
+76
| +0.8% | +$18K | 0.98% | 19 |
|
|
2022
Q1 | $2.57M | Sell |
9,787
-606
| -6% | -$157K | 1.04% | 19 |
|
|
2021
Q4 | $2.88M | Buy |
10,393
+356
| +4% | +$96.4K | 1.16% | 17 |
|
|
2021
Q3 | $2.56M | Buy |
10,037
+658
| +7% | +$172K | 1.14% | 17 |
|
|
2021
Q2 | $2.4M | Sell |
9,379
-415
| -4% | -$103K | 1.08% | 16 |
|
|
2021
Q1 | $2.32M | Sell |
9,794
-5,019
| -34% | -$1.17M | 1.16% | 13 |
|
|
2020
Q4 | $3.31M | Buy |
14,813
+375
| +3% | +$78.8K | 1.78% | 9 |
|
|
2020
Q3 | $2.83M | Sell |
14,438
-134
| -0.9% | -$25.9K | 1.76% | 9 |
|
|
2020
Q2 | $2.62M | Sell |
14,572
-2,184
| -13% | -$370K | 1.77% | 9 |
|
|
2020
Q1 | $2.48M | Buy |
16,756
+5,970
| +55% | +$1.06M | 1.68% | 8 |
|
|
2019
Q4 | $2.03M | Buy |
10,786
+98
| +0.9% | +$17.7K | 1.2% | 7 |
|
|
2019
Q3 | $1.86M | Sell |
10,688
-242
| -2% | -$42K | 1.24% | 8 |
|
|
2019
Q2 | $1.88M | Sell |
10,930
-113
| -1% | -$19.2K | 1.22% | 8 |
|
|
2019
Q1 | $1.84M | Sell |
11,043
-665
| -6% | -$107K | 1.15% | 8 |
|
|
2018
Q4 | $1.72M | Buy |
11,708
+5,035
| +75% | +$800K | 1.24% | 8 |
|
|
2018
Q3 | $1.15M | Buy |
6,673
+4,973
| +293% | +$842K | 0.6% | 13 |
|
|
2018
Q2 | $276K | Buy |
1,700
+300
| +21% | +$48.2K | 0.15% | 38 |
|
|
2018
Q1 | $219K | Buy |
+1,400
| New | +$226K | 0.14% | 46 |
|
Other funds holding IWV
SCM
AFI
PWA
UMC
Cedar Wealth Management's IWV Position: Q1 2026 in Review
Cedar Wealth Management increased its iShares Russell 3000 ETF (IWV) stake by 15% in Q1 2026, buying an estimated $1.08M and bringing the position to 21,171 shares worth $7.85M. The position accounts for 2.28% of the portfolio, ranked #11.
Cedar Wealth Management first reported a position in IWV in Q1 2018 and has held it in 33 quarters since. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.
- Cedar Wealth Management held 21,171 shares of iShares Russell 3000 ETF worth $7.85M as of Q1 2026.
- Cedar Wealth Management bought 2,781 iShares Russell 3000 ETF shares in Q1 2026, an estimated $1.08M.
- iShares Russell 3000 ETF made up 2.28% of Cedar Wealth Management's portfolio in Q1 2026, its #11 holding.
- Cedar Wealth Management first reported a position in iShares Russell 3000 ETF in Q1 2018 and has held it in 33 quarters since.
- 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.
Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.