Cedar Wealth Management, LLC EWC ISHARES INC

Ownership history in Cedar Wealth Management, LLC  ·  24 quarters on record

AI Ownership Summary

Cedar Wealth Management, LLC reported ISHARES INC (EWC) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.33% in 2025 Q4. The latest visible filing shows EWC at 0.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EWC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cedar Wealth Management, LLC's position in ISHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EWC was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cedar Wealth Management, LLC held EWC — position size vs. price
% of Fund (quarterly)    EWC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 20,666 0% 0.33% $1.1M 2026-05-14 $58.17
2025 Q4 UNCHANGED 20,666 0% 0.33% $1.1M 2026-02-06 $55.01
2025 Q3 UNCHANGED 20,666 0% 0.32% $1.0M 2025-11-12 $51.29
2025 Q2 UNCHANGED 20,666 0% 0.32% $955K 2025-08-08 $46.92
2025 Q1 UNCHANGED 20,666 0% 0.30% $842K 2025-05-09 $42.19
2024 Q4 UNCHANGED 20,666 0% 0.30% $833K 2025-02-11 $41.42
2024 Q3 UNCHANGED 20,666 0% 0.27% $858K 2024-11-08 $40.51
2024 Q2 UNCHANGED 20,666 0% 0.25% $767K 2024-08-12 $36.82
2024 Q1 REDUCED 10.0% -2.6% 20,666 -2,296 -10.0% 0.26% $791K 2024-05-13 $36.68
2023 Q4 UNCHANGED 22,962 0% 0.31% $842K 2024-02-13 $33.97
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Cedar Wealth Management, LLC and EWC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cedar Wealth Management, LLC reported owning EWC?

Cedar Wealth Management, LLC reported EWC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EWC position in Cedar Wealth Management, LLC's portfolio?

The largest reported portfolio weight for EWC was 0.33% in 2025 Q4.

What is the latest reported EWC position on this page?

The most recent filing on this page is 2026 Q1, when Cedar Wealth Management, LLC reported 20,666 shares, equal to 0.33% of portfolio, with an estimated market value of $1.1M.

What does the chart on this EWC ownership page compare?

The chart compares Cedar Wealth Management, LLC's quarterly EWC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cedar Wealth Management, LLC time their EWC position?

Based on 13F filing dates vs. subsequent EWC price moves, Cedar Wealth Management, LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on EWC relative to SPY over the holding period was -0.5%.

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