Cahaba Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$614K Buy
1,722
+1
+0.1% +$373 0.04% 82
2025
Q4
$643K Sell
1,721
-134
-7% -$49.6K 0.04% 79
2025
Q3
$678K Buy
1,855
+1
+0.1% +$352 0.05% 76
2025
Q2
$629K Buy
1,854
+2
+0.1% +$628 0.05% 76
2025
Q1
$568K Sell
1,852
-584
-24% -$189K 0.05% 83
2024
Q4
$785K Buy
2,436
+4
+0.2% +$1.3K 0.06% 65
2024
Q3
$765K Buy
2,432
+4
+0.2% +$1.21K 0.06% 68
2024
Q2
$722K Buy
2,428
+3
+0.1% +$861 0.06% 68
2024
Q1
$698K Sell
2,425
-762
-24% -$209K 0.06% 67
2023
Q4
$836K Buy
3,187
+16
+0.5% +$3.92K 0.08% 56
2023
Q3
$745K Hold
3,171
0.08% 61
2023
Q2
$773K Sell
3,171
-16
-0.5% -$3.69K 0.08% 59
2023
Q1
$718K Buy
3,187
+36
+1% +$7.92K 0.08% 60
2022
Q4
$663K Buy
3,151
+14
+0.4% +$2.96K 0.08% 62
2022
Q3
$619K Buy
3,137
+15
+0.5% +$3.29K 0.09% 60
2022
Q2
$648K Sell
3,122
-2,185
-41% -$494K 0.09% 59
2022
Q1
$1.21M Buy
5,307
+55
+1% +$13.6K 0.17% 42
2021
Q4
$1.39M Sell
5,252
-1,776
-25% -$457K 0.18% 36
2021
Q3
$1.7M Sell
7,028
-677
-9% -$168K 0.25% 31
2021
Q2
$1.9M Sell
7,705
-1,197
-13% -$282K 0.29% 28
2021
Q1
$1.99M Sell
8,902
-1,091
-11% -$239K 0.31% 27
2020
Q4
$2.17M Buy
9,993
+126
+1% +$25.1K 0.36% 28
2020
Q3
$1.85M Sell
9,867
-1,335
-12% -$247K 0.36% 29
2020
Q2
$2.03M Buy
11,202
+297
+3% +$48.1K 0.42% 26
2020
Q1
$1.54M Sell
10,905
-2,278
-17% -$385K 0.39% 30
2019
Q4
$2.35M Sell
13,183
-4,516
-26% -$771K 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% +$30.1K 0.72% 16
2019
Q1
$2.77M Sell
17,617
-641
-4% -$96.9K 0.75% 17
2018
Q4
$2.53M Sell
18,258
-2,861
-14% -$428K 0.78% 19
2018
Q3
$3.42M Sell
21,119
-1,640
-7% -$260K 1.12% 15
2018
Q2
$3.55M Sell
22,759
-379
-2% -$57.1K 1.23% 15
2018
Q1
$3.32M Sell
23,138
-2,624
-10% -$399K 1.31% 15
2017
Q4
$3.83M Buy
25,762
+816
+3% +$118K 1.56% 15
2017
Q3
$3.49M Buy
+24,946
New +$3.42M 1.6% 15

Other funds holding IWB

Cahaba Wealth Management's IWB Position: Q1 2026 in Review

Cahaba Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 0.06% in Q1 2026, buying an estimated $373 and bringing the position to 1,722 shares worth $614K. The position accounts for 0.04% of the portfolio, ranked #82.

Cahaba Wealth Management first reported a position in IWB in Q3 2017 and has held it in 35 quarters since. The position peaked at $3.83M in Q4 2017. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Cahaba Wealth Management held 1,722 shares of iShares Russell 1000 ETF worth $614K as of Q1 2026.
  • Cahaba Wealth Management bought 1 iShares Russell 1000 ETF share in Q1 2026, an estimated $373.
  • iShares Russell 1000 ETF made up 0.04% of Cahaba Wealth Management's portfolio in Q1 2026, its #82 holding.
  • Cahaba Wealth Management first reported a position in iShares Russell 1000 ETF in Q3 2017 and has held it in 35 quarters since.
  • Cahaba Wealth Management's iShares Russell 1000 ETF position peaked at $3.83M in Q4 2017.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Cahaba Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.