Cedar Mountain Advisors, LLC IWP holdings history
ISHARES RUSSELL MID-CAP GROW · CUSIP 464287481 · CIK 1798986
As of 2026-06-30, Cedar Mountain Advisors, LLC reported 276.20K IWP (shares), valued at $40.44M, or 6.96% of its reported non-derivative portfolio. Filed 2026-07-02.
Verify history & sources →Shares increased 1.06%; reported value increased 15.49%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 6.96% | 276,200 | SEC filing ↗Filed Jul 2, 2026 |
| Q1 2026 | 6.85% | 273,302 | SEC filing ↗Filed Apr 30, 2026 |
| Q4 2025 | 7.23% | 273,518 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 7.54% | 272,064 | SEC filing ↗Filed Oct 24, 2025 |
| Q2 2025 | 8.15% | 282,810 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 7.45% | 283,228 | SEC filing ↗Filed Apr 14, 2025 |
| Q4 2024 | 7.91% | 284,013 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 7.31% | 276,566 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 7.43% | 272,819 | SEC filing ↗Filed Jul 11, 2024 |
| Q1 2024 | 7.76% | 270,410 | SEC filing ↗Filed Apr 16, 2024 |
| Q4 2023 | 7.65% | 270,658 | SEC filing ↗Filed Jan 16, 2024 |
| Q3 2023 | 7.33% | 272,300 | SEC filing ↗Filed Oct 23, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 7.33% | 272,300 | $24.87M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 23, 2023 |
| Q4 2023 | 7.65% | 270,658 | $28.27M | Shares decreased 0.60%; reported value increased 13.66%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2024 |
| Q1 2024 | 7.76% | 270,410 | $30.86M | Shares decreased 0.09%; reported value increased 9.17%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2024 |
| Q2 2024 | 7.43% | 272,819 | $30.11M | Shares increased 0.89%; reported value decreased 2.46%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 11, 2024 |
| Q3 2024 | 7.31% | 276,566 | $32.44M | Shares increased 1.37%; reported value increased 7.75%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 7.91% | 284,013 | $36.00M | Shares increased 2.69%; reported value increased 10.97%, and weight changed +0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 7.45% | 283,228 | $33.28M | Shares decreased 0.28%; reported value decreased 7.56%, and weight changed -0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2025 |
| Q2 2025 | 8.15% | 282,810 | $39.22M | Shares decreased 0.15%; reported value increased 17.86%, and weight changed +0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 7.54% | 272,064 | $38.74M | Shares decreased 3.80%; reported value decreased 1.21%, and weight changed -0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2025 |
| Q4 2025 | 7.23% | 273,518 | $37.46M | Shares increased 0.53%; reported value decreased 3.33%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 6.85% | 273,302 | $35.02M | Shares decreased 0.08%; reported value decreased 6.51%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2026 |
| Q2 2026 | 6.96% | 276,200 | $40.44M | Shares increased 1.06%; reported value increased 15.49%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 2, 2026 |
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