CWM
Cahaba Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Buy |
7,221
+7
| +0.1% | +$2.97K | 0.24% | 27 |
|
|
2025
Q1 | $2.61M | Sell |
7,214
-366
| -5% | -$132K | 0.22% | 28 |
|
|
2024
Q4 | $3.04M | Sell |
7,580
-166
| -2% | -$66.7K | 0.25% | 27 |
|
|
2024
Q3 | $2.91M | Sell |
7,746
-1,393
| -15% | -$523K | 0.24% | 28 |
|
|
2024
Q2 | $3.33M | Sell |
9,139
-117
| -1% | -$42.6K | 0.29% | 27 |
|
|
2024
Q1 | $3.12M | Sell |
9,256
-129
| -1% | -$43.5K | 0.28% | 26 |
|
|
2023
Q4 | $2.85M | Sell |
9,385
-318
| -3% | -$96.4K | 0.28% | 26 |
|
|
2023
Q3 | $2.58M | Sell |
9,703
-164
| -2% | -$43.6K | 0.28% | 28 |
|
|
2023
Q2 | $2.72M | Sell |
9,867
-80
| -0.8% | -$22K | 0.29% | 27 |
|
|
2023
Q1 | $2.43M | Sell |
9,947
-735
| -7% | -$180K | 0.28% | 27 |
|
|
2022
Q4 | $2.29M | Buy |
10,682
+294
| +3% | +$63K | 0.28% | 28 |
|
|
2022
Q3 | $2.19M | Buy |
10,388
+665
| +7% | +$140K | 0.3% | 28 |
|
|
2022
Q2 | $2.13M | Sell |
9,723
-331
| -3% | -$72.4K | 0.3% | 26 |
|
|
2022
Q1 | $2.45M | Sell |
10,054
-1,413
| -12% | -$344K | 0.34% | 24 |
|
|
2021
Q4 | $3.5M | Sell |
11,467
-2,366
| -17% | -$723K | 0.46% | 21 |
|
|
2021
Q3 | $3.79M | Sell |
13,833
-2,132
| -13% | -$584K | 0.56% | 20 |
|
|
2021
Q2 | $4.48M | Sell |
15,965
-7,664
| -32% | -$2.15M | 0.69% | 19 |
|
|
2021
Q1 | $5.74M | Sell |
23,629
-892
| -4% | -$217K | 0.89% | 18 |
|
|
2020
Q4 | $6.07M | Sell |
24,521
-3,844
| -14% | -$952K | 1% | 15 |
|
|
2020
Q3 | $6.15M | Sell |
28,365
-1,223
| -4% | -$265K | 1.21% | 13 |
|
|
2020
Q2 | $6.01M | Sell |
29,588
-1,452
| -5% | -$295K | 1.24% | 13 |
|
|
2020
Q1 | $4.68M | Sell |
31,040
-1,866
| -6% | -$281K | 1.19% | 13 |
|
|
2019
Q4 | $5.79M | Sell |
32,906
-1,273
| -4% | -$224K | 1.28% | 12 |
|
|
2019
Q3 | $5.46M | Sell |
34,179
-2,920
| -8% | -$466K | 1.3% | 12 |
|
|
2019
Q2 | $5.84M | Sell |
37,099
-104
| -0.3% | -$16.4K | 1.46% | 11 |
|
|
2019
Q1 | $5.63M | Sell |
37,203
-1,574
| -4% | -$238K | 1.52% | 11 |
|
|
2018
Q4 | $5.08M | Sell |
38,777
-1,633
| -4% | -$214K | 1.57% | 11 |
|
|
2018
Q3 | $6.32M | Sell |
40,410
-2,573
| -6% | -$402K | 2.07% | 10 |
|
|
2018
Q2 | $6.42M | Sell |
42,983
-1,770
| -4% | -$264K | 2.23% | 10 |
|
|
2018
Q1 | $5.94M | Sell |
44,753
-3,951
| -8% | -$525K | 2.34% | 8 |
|
|
2017
Q4 | $6.56M | Sell |
48,704
-2,068
| -4% | -$278K | 2.67% | 7 |
|
|
2017
Q3 | $6.35M | Buy |
+50,772
| New | +$6.35M | 2.91% | 8 |
|