Cedar Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.75M	Hold	4,784	–	–	0.45%	29
2026 Q1	$1.52M	Hold	4,784	–	–	0.44%	27
2025 Q4	$1.64M	Hold	4,784	–	–	0.49%	24
2025 Q3	$1.59M	Hold	4,784	–	–	0.49%	23
2025 Q2	$1.46M	Hold	4,784	–	–	0.49%	24
2025 Q1	$1.3M	Hold	4,784	–	–	0.46%	24
2024 Q4	$1.38M	Hold	4,784	–	–	0.5%	25
2024 Q3	$1.32M	Hold	4,784	–	–	0.41%	34
2024 Q2	$1.26M	Hold	4,784	–	–	0.41%	34
2024 Q1	$1.18M	Hold	4,784	–	–	0.39%	36
2023 Q4	$1.07M	Hold	4,784	–	–	0.39%	36
2023 Q3	$960K	Hold	4,784	–	–	0.38%	35
2023 Q2	$990K	Buy	4,784 +11	+0.2%	+$2.14K	0.38%	35
2023 Q1	$893K	Buy	4,773 +9	+0.2%	+$1.61K	0.37%	38
2022 Q4	$813K	Sell	4,764 -1,068	-18%	-$184K	0.4%	36
2022 Q3	$948K	Hold	5,832	–	–	0.47%	38
2022 Q2	$1.01M	Buy	5,832 +16	+0.3%	+$2.99K	0.46%	40
2022 Q1	$1.21M	Buy	5,816 +14	+0.2%	+$2.88K	0.49%	39
2021 Q4	$1.27M	Hold	5,802	–	–	0.51%	39
2021 Q3	$1.15M	Hold	5,802	–	–	0.51%	37
2021 Q2	$1.14M	Buy	5,802 +7	+0.1%	+$1.33K	0.51%	37
2021 Q1	$1.04M	Hold	5,795	–	–	0.52%	39
2020 Q4	$995K	Buy	5,795 +9	+0.2%	+$1.47K	0.53%	36
2020 Q3	$901K	Buy	5,786 +4	+0.1%	+$615	0.56%	29
2020 Q2	$823K	Sell	5,782 -145	-2%	-$19.5K	0.55%	31
2020 Q1	$703K	Buy	+5,927	New	+$817K	0.47%	26

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cedar Wealth Management's OEF Position: Q2 2026 in Review

Cedar Wealth Management held its iShares S&P 100 ETF (OEF) position steady in Q2 2026 at 4,784 shares worth $1.75M. The position accounts for 0.45% of the portfolio, ranked #29.

Cedar Wealth Management first reported a position in OEF in Q1 2020 and has held it in 26 quarters since. 1,022 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Cedar Wealth Management held 4,784 shares of iShares S&P 100 ETF worth $1.75M as of Q2 2026.
Cedar Wealth Management left its iShares S&P 100 ETF share count unchanged in Q2 2026.
iShares S&P 100 ETF made up 0.45% of Cedar Wealth Management's portfolio in Q2 2026, its #29 holding.
Cedar Wealth Management first reported a position in iShares S&P 100 ETF in Q1 2020 and has held it in 26 quarters since.
1,022 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Cedar Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.