Cahaba Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.77M | Buy |
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|
2025
Q2 | $2.55M | Sell |
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|
2025
Q1 | $2.47M | Sell |
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|
2024
Q4 | $2.52M | Sell |
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|
2024
Q3 | $2.59M | Buy |
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|
2024
Q2 | $2.23M | Sell |
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|
2024
Q1 | $2.38M | Sell |
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|
2023
Q4 | $2.2M | Buy |
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|
2023
Q3 | $2.02M | Sell |
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|
2023
Q2 | $2.13M | Buy |
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|
2023
Q1 | $2.05M | Sell |
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|
2022
Q4 | $2.18M | Sell |
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|
2022
Q3 | $1.97M | Buy |
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|
2022
Q2 | $1.92M | Sell |
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|
2022
Q1 | $2.2M | Sell |
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|
2021
Q4 | $2.53M | Sell |
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|
2021
Q3 | $2.92M | Sell |
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|
2021
Q2 | $3.47M | Sell |
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|
2021
Q1 | $4.9M | Sell |
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|
2020
Q4 | $4.65M | Sell |
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|
2020
Q3 | $4M | Sell |
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|
2020
Q2 | $4.18M | Sell |
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|
2020
Q1 | $3.83M | Buy |
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|
2019
Q4 | $5.26M | Sell |
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|
2019
Q3 | $5.01M | Sell |
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|
2019
Q2 | $5.32M | Sell |
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|
2019
Q1 | $5.26M | Sell |
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|
2018
Q4 | $4.78M | Sell |
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|
2018
Q3 | $5.54M | Sell |
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|
2018
Q2 | $5.77M | Sell |
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|
2018
Q1 | $5.6M | Sell |
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|
2017
Q4 | $6.36M | Sell |
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|
2017
Q3 | $6.32M | Buy |
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