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 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 $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Cedar Wealth Management held its iShares S&P 100 ETF (OEF) position steady in Q1 2026 at 4,784 shares worth $1.52M. The position accounts for 0.44% of the portfolio, ranked #27.

Cedar Wealth Management first reported a position in OEF in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.64M in Q4 2025. 999 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

Cedar Wealth Management held 4,784 shares of iShares S&P 100 ETF worth $1.52M as of Q1 2026.
Cedar Wealth Management left its iShares S&P 100 ETF share count unchanged in Q1 2026.
iShares S&P 100 ETF made up 0.44% of Cedar Wealth Management's portfolio in Q1 2026, its #27 holding.
Cedar Wealth Management first reported a position in iShares S&P 100 ETF in Q1 2020 and has held it in 25 quarters since.
Cedar Wealth Management's iShares S&P 100 ETF position peaked at $1.64M in Q4 2025.
999 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

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