Cedar Mountain Advisors, LLC IWD holdings history
ISHARES RUSSELL 1000 VALUE E · CUSIP 464287598 · CIK 1798986
As of 2026-06-30, Cedar Mountain Advisors, LLC reported 395.28K IWD (shares), valued at $95.83M, or 16.50% of its reported non-derivative portfolio. Filed 2026-07-02.
Verify history & sources →Shares increased 0.03%; reported value increased 13.49%, and weight changed -0.01 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 | 16.50% | 395,280 | SEC filing ↗Filed Jul 2, 2026 |
| Q1 2026 | 16.51% | 395,176 | SEC filing ↗Filed Apr 30, 2026 |
| Q4 2025 | 16.33% | 402,552 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 15.89% | 400,966 | SEC filing ↗Filed Oct 24, 2025 |
| Q2 2025 | 16.84% | 417,125 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 17.49% | 414,979 | SEC filing ↗Filed Apr 14, 2025 |
| Q4 2024 | 16.82% | 413,551 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 17.58% | 410,900 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 17.64% | 409,407 | SEC filing ↗Filed Jul 11, 2024 |
| Q1 2024 | 18.24% | 404,913 | SEC filing ↗Filed Apr 16, 2024 |
| Q4 2023 | 18.01% | 402,585 | SEC filing ↗Filed Jan 16, 2024 |
| Q3 2023 | 18.07% | 403,634 | SEC filing ↗Filed Oct 23, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 18.07% | 403,634 | $61.28M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 23, 2023 |
| Q4 2023 | 18.01% | 402,585 | $66.53M | Shares decreased 0.26%; reported value increased 8.56%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2024 |
| Q1 2024 | 18.24% | 404,913 | $72.52M | Shares increased 0.58%; reported value increased 9.01%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2024 |
| Q2 2024 | 17.64% | 409,407 | $71.43M | Shares increased 1.11%; reported value decreased 1.51%, and weight changed -0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 11, 2024 |
| Q3 2024 | 17.58% | 410,900 | $77.99M | Shares increased 0.36%; reported value increased 9.18%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 16.82% | 413,551 | $76.56M | Shares increased 0.65%; reported value decreased 1.83%, and weight changed -0.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 17.49% | 414,979 | $78.08M | Shares increased 0.35%; reported value increased 1.99%, and weight changed +0.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2025 |
| Q2 2025 | 16.84% | 417,125 | $81.02M | Shares increased 0.52%; reported value increased 3.76%, and weight changed -0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 15.89% | 400,966 | $81.63M | Shares decreased 3.87%; reported value increased 0.76%, and weight changed -0.95 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2025 |
| Q4 2025 | 16.33% | 402,552 | $84.67M | Shares increased 0.40%; reported value increased 3.72%, and weight changed +0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 16.51% | 395,176 | $84.44M | Shares decreased 1.83%; reported value decreased 0.28%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2026 |
| Q2 2026 | 16.50% | 395,280 | $95.83M | Shares increased 0.03%; reported value increased 13.49%, and weight changed -0.01 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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