CWM
Cahaba Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $629K | Buy |
1,854
+2
| +0.1% | +$679 | 0.05% | 76 |
|
|
2025
Q1 | $568K | Sell |
1,852
-584
| -24% | -$179K | 0.05% | 83 |
|
|
2024
Q4 | $785K | Buy |
2,436
+4
| +0.2% | +$1.29K | 0.06% | 65 |
|
|
2024
Q3 | $765K | Buy |
2,432
+4
| +0.2% | +$1.26K | 0.06% | 68 |
|
|
2024
Q2 | $722K | Buy |
2,428
+3
| +0.1% | +$893 | 0.06% | 68 |
|
|
2024
Q1 | $698K | Sell |
2,425
-762
| -24% | -$219K | 0.06% | 67 |
|
|
2023
Q4 | $836K | Buy |
3,187
+16
| +0.5% | +$4.2K | 0.08% | 56 |
|
|
2023
Q3 | $745K | Hold |
3,171
| – | – | 0.08% | 61 |
|
|
2023
Q2 | $773K | Sell |
3,171
-16
| -0.5% | -$3.9K | 0.08% | 59 |
|
|
2023
Q1 | $718K | Buy |
3,187
+36
| +1% | +$8.11K | 0.08% | 60 |
|
|
2022
Q4 | $663K | Buy |
3,151
+14
| +0.4% | +$2.95K | 0.08% | 62 |
|
|
2022
Q3 | $619K | Buy |
3,137
+15
| +0.5% | +$2.96K | 0.09% | 60 |
|
|
2022
Q2 | $648K | Sell |
3,122
-2,185
| -41% | -$454K | 0.09% | 59 |
|
|
2022
Q1 | $1.21M | Buy |
5,307
+55
| +1% | +$12.5K | 0.17% | 42 |
|
|
2021
Q4 | $1.39M | Sell |
5,252
-1,776
| -25% | -$470K | 0.18% | 36 |
|
|
2021
Q3 | $1.7M | Sell |
7,028
-677
| -9% | -$164K | 0.25% | 31 |
|
|
2021
Q2 | $1.9M | Sell |
7,705
-1,197
| -13% | -$296K | 0.29% | 28 |
|
|
2021
Q1 | $1.99M | Sell |
8,902
-1,091
| -11% | -$244K | 0.31% | 27 |
|
|
2020
Q4 | $2.17M | Buy |
9,993
+126
| +1% | +$27.4K | 0.36% | 28 |
|
|
2020
Q3 | $1.85M | Sell |
9,867
-1,335
| -12% | -$250K | 0.36% | 29 |
|
|
2020
Q2 | $2.03M | Buy |
11,202
+297
| +3% | +$53.8K | 0.42% | 26 |
|
|
2020
Q1 | $1.54M | Sell |
10,905
-2,278
| -17% | -$322K | 0.39% | 30 |
|
|
2019
Q4 | $2.35M | Sell |
13,183
-4,516
| -26% | -$806K | 0.52% | 21 |
|
|
2019
Q3 | $2.91M | Sell |
17,699
-106
| -0.6% | -$17.4K | 0.7% | 17 |
|
|
2019
Q2 | $2.9M | Buy |
17,805
+188
| +1% | +$30.6K | 0.72% | 16 |
|
|
2019
Q1 | $2.77M | Sell |
17,617
-641
| -4% | -$101K | 0.75% | 17 |
|
|
2018
Q4 | $2.53M | Sell |
18,258
-2,861
| -14% | -$397K | 0.78% | 19 |
|
|
2018
Q3 | $3.43M | Sell |
21,119
-1,640
| -7% | -$266K | 1.12% | 15 |
|
|
2018
Q2 | $3.55M | Sell |
22,759
-379
| -2% | -$59.1K | 1.23% | 15 |
|
|
2018
Q1 | $3.32M | Sell |
23,138
-2,624
| -10% | -$376K | 1.31% | 15 |
|
|
2017
Q4 | $3.83M | Buy |
25,762
+816
| +3% | +$121K | 1.56% | 15 |
|
|
2017
Q3 | $3.49M | Buy |
+24,946
| New | +$3.49M | 1.6% | 15 |
|