Cedar Mountain Advisors, LLC IJR holdings history
ISHARES CORE S&P SMALL-CAP E · CUSIP 464287804 · CIK 1798986
As of 2026-06-30, Cedar Mountain Advisors, LLC reported 223.33K IJR (shares), valued at $33.12M, or 5.70% of its reported non-derivative portfolio. Filed 2026-07-02.
Verify history & sources →Shares increased 0.07%; reported value increased 19.39%, and weight changed +0.28 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 | 5.70% | 223,326 | SEC filing ↗Filed Jul 2, 2026 |
| Q1 2026 | 5.42% | 223,168 | SEC filing ↗Filed Apr 30, 2026 |
| Q4 2025 | 5.23% | 225,413 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 5.17% | 223,310 | SEC filing ↗Filed Oct 24, 2025 |
| Q2 2025 | 5.08% | 223,686 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 5.15% | 220,011 | SEC filing ↗Filed Apr 14, 2025 |
| Q4 2024 | 5.50% | 217,411 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 5.71% | 216,751 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 5.52% | 209,716 | SEC filing ↗Filed Jul 11, 2024 |
| Q1 2024 | 5.73% | 206,232 | SEC filing ↗Filed Apr 16, 2024 |
| Q4 2023 | 6.01% | 205,233 | SEC filing ↗Filed Jan 16, 2024 |
| Q3 2023 | 5.74% | 206,294 | SEC filing ↗Filed Oct 23, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.74% | 206,294 | $19.46M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 23, 2023 |
| Q4 2023 | 6.01% | 205,233 | $22.22M | Shares decreased 0.51%; reported value increased 14.17%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2024 |
| Q1 2024 | 5.73% | 206,232 | $22.79M | Shares increased 0.49%; reported value increased 2.59%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2024 |
| Q2 2024 | 5.52% | 209,716 | $22.37M | Shares increased 1.69%; reported value decreased 1.86%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 11, 2024 |
| Q3 2024 | 5.71% | 216,751 | $25.35M | Shares increased 3.35%; reported value increased 13.34%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 5.50% | 217,411 | $25.05M | Shares increased 0.30%; reported value decreased 1.19%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 5.15% | 220,011 | $23.01M | Shares increased 1.20%; reported value decreased 8.16%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2025 |
| Q2 2025 | 5.08% | 223,686 | $24.45M | Shares increased 1.67%; reported value increased 6.26%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 5.17% | 223,310 | $26.54M | Shares decreased 0.17%; reported value increased 8.55%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2025 |
| Q4 2025 | 5.23% | 225,413 | $27.09M | Shares increased 0.94%; reported value increased 2.09%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 5.42% | 223,168 | $27.74M | Shares decreased 1.00%; reported value increased 2.41%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2026 |
| Q2 2026 | 5.70% | 223,326 | $33.12M | Shares increased 0.07%; reported value increased 19.39%, and weight changed +0.28 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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