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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $678K | Buy |
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|
2025
Q2 | $629K | Buy |
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|
2025
Q1 | $568K | Sell |
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|
2024
Q4 | $785K | Buy |
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|
2024
Q3 | $765K | Buy |
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|
2024
Q2 | $722K | Buy |
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|
2024
Q1 | $698K | Sell |
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|
2023
Q4 | $836K | Buy |
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|
2023
Q3 | $745K | Hold |
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|
2023
Q2 | $773K | Sell |
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|
2023
Q1 | $718K | Buy |
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|
2022
Q4 | $663K | Buy |
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|
2022
Q3 | $619K | Buy |
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|
2022
Q2 | $648K | Sell |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $1.39M | Sell |
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|
2021
Q3 | $1.7M | Sell |
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|
2021
Q2 | $1.9M | Sell |
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|
2021
Q1 | $1.99M | Sell |
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|
2020
Q4 | $2.17M | Buy |
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|
2020
Q3 | $1.85M | Sell |
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|
2020
Q2 | $2.03M | Buy |
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|
2020
Q1 | $1.54M | Sell |
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|
2019
Q4 | $2.35M | Sell |
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|
2019
Q3 | $2.91M | Sell |
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|
2019
Q2 | $2.9M | Buy |
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|
2019
Q1 | $2.77M | Sell |
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|
2018
Q4 | $2.53M | Sell |
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|
2018
Q3 | $3.42M | Sell |
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|
2018
Q2 | $3.55M | Sell |
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|
2018
Q1 | $3.32M | Sell |
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|
2017
Q4 | $3.83M | Buy |
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|
2017
Q3 | $3.49M | Buy |
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