CWM
Cahaba Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $830K | Buy |
5,418
+1
| +0% | +$153 | 0.06% | 65 |
|
|
2025
Q1 | $744K | Sell |
5,417
-420
| -7% | -$57.7K | 0.06% | 66 |
|
|
2024
Q4 | $845K | Sell |
5,837
-448
| -7% | -$64.8K | 0.07% | 58 |
|
|
2024
Q3 | $883K | Buy |
6,285
+1
| +0% | +$140 | 0.07% | 60 |
|
|
2024
Q2 | $842K | Sell |
6,284
-1,011
| -14% | -$135K | 0.07% | 57 |
|
|
2024
Q1 | $927K | Sell |
7,295
-1,460
| -17% | -$186K | 0.08% | 55 |
|
|
2023
Q4 | $1.01M | Buy |
8,755
+9
| +0.1% | +$1.04K | 0.1% | 48 |
|
|
2023
Q3 | $904K | Hold |
8,746
| – | – | 0.1% | 51 |
|
|
2023
Q2 | $933K | Buy |
8,746
+8
| +0.1% | +$853 | 0.1% | 51 |
|
|
2023
Q1 | $850K | Sell |
8,738
-623
| -7% | -$60.6K | 0.1% | 49 |
|
|
2022
Q4 | $842K | Sell |
9,361
-111
| -1% | -$9.99K | 0.1% | 48 |
|
|
2022
Q3 | $804K | Buy |
9,472
+13
| +0.1% | +$1.1K | 0.11% | 49 |
|
|
2022
Q2 | $849K | Buy |
9,459
+9
| +0.1% | +$808 | 0.12% | 49 |
|
|
2022
Q1 | $924K | Sell |
9,450
-2
| -0% | -$196 | 0.13% | 50 |
|
|
2021
Q4 | $1.08M | Sell |
9,452
-828
| -8% | -$94.3K | 0.14% | 46 |
|
|
2021
Q3 | $1.06M | Sell |
10,280
-37
| -0.4% | -$3.81K | 0.16% | 43 |
|
|
2021
Q2 | $1.09M | Sell |
10,317
-556
| -5% | -$58.6K | 0.17% | 37 |
|
|
2021
Q1 | $1.03M | Buy |
10,873
+14
| +0.1% | +$1.33K | 0.16% | 40 |
|
|
2020
Q4 | $1M | Sell |
10,859
-82
| -0.7% | -$7.57K | 0.17% | 43 |
|
|
2020
Q3 | $888K | Sell |
10,941
-45
| -0.4% | -$3.65K | 0.18% | 42 |
|
|
2020
Q2 | $855K | Sell |
10,986
-489
| -4% | -$38.1K | 0.18% | 42 |
|
|
2020
Q1 | $706K | Sell |
11,475
-1,462
| -11% | -$90K | 0.18% | 41 |
|
|
2019
Q4 | $971K | Sell |
12,937
-73
| -0.6% | -$5.48K | 0.22% | 39 |
|
|
2019
Q3 | $896K | Buy |
13,010
+26
| +0.2% | +$1.79K | 0.21% | 38 |
|
|
2019
Q2 | $883K | Sell |
12,984
-1,220
| -9% | -$83K | 0.22% | 40 |
|
|
2019
Q1 | $932K | Sell |
14,204
-217
| -2% | -$14.2K | 0.25% | 39 |
|
|
2018
Q4 | $842K | Buy |
14,421
+64
| +0.4% | +$3.74K | 0.26% | 40 |
|
|
2018
Q3 | $976K | Hold |
14,357
| – | – | 0.32% | 33 |
|
|
2018
Q2 | $930K | Sell |
14,357
-1,896
| -12% | -$123K | 0.32% | 30 |
|
|
2018
Q1 | $963K | Buy |
16,253
+35
| +0.2% | +$2.07K | 0.38% | 29 |
|
|
2017
Q4 | $996K | Sell |
16,218
-1,315
| -8% | -$80.8K | 0.41% | 31 |
|
|
2017
Q3 | $1.01M | Buy |
+17,533
| New | +$1.01M | 0.46% | 27 |
|