Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Cedar Mountain Advisors »

iShares Russell 2000 Value Index shares owned by Cedar Mountain Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Cedar Mountain Advisors from 13F filings

Historical chart of Cedar Mountain Advisors investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value Index held by Cedar Mountain Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Value Index by Cedar Mountain Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$55k	313	176.81
2025-06-30	$15k	97	157.76
2025-03-31	$30k	198	150.98
2024-12-31	$14k	83	164.17

More positions owned by Cedar Mountain Advisors

Ishares Russell 1000 Growth Etf Etf (IWF)

Ishares Russell 1000 Value Etf Etf (IWD)

Ishares Russell Mid-cap Growth Etf Etf (IWP)

Ishares Russell Mid-cap Value Etf Etf (IWS)

Ishares Core S&p Small Cap Etf Etf (IJR)

Invesco Qqq Trust Series I Etf (QQQ)

Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)

Vanguard Financials Etf Etf (VFH)

Schwab Us Aggregate Bond Etf Etf (SCHZ)

Vanguard Health Care Etf Etf (VHT)

Ishares Core 10 Year Usd Bond Etf Etf (ILTB)

Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)

Vanguard International High Dividend Yield Etf Etf (VYMI)

Invesco S&p 500 Quality Etf Etf (SPHQ)

Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN)

View all positions for Cedar Mountain Advisors

Top funds holding iShares Russell 2000 Value Index

Tiaa Trust, National Association

Envestnet Asset Management

D.A. Davidson & Co.

Vaughan Nelson Investment Management

Pnc Financial Services

M^T Bank Corporation

Wells Fargo & Company

Commonwealth Equity Services

Goldman Sachs Group

Charles Schwab Investment Management

Bnp Paribas Arbitrage, Snc

View all funds holding iShares Russell 2000 Value Index

© 2025 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z