CWM
Cahaba Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Sell |
1,848
-46
| -2% | -$9.93K | 0.03% | 107 |
|
|
2025
Q1 | $378K | Buy |
1,894
+3
| +0.2% | +$599 | 0.03% | 101 |
|
|
2024
Q4 | $418K | Buy |
1,891
+4
| +0.2% | +$884 | 0.03% | 97 |
|
|
2024
Q3 | $417K | Sell |
1,887
-81
| -4% | -$17.9K | 0.03% | 100 |
|
|
2024
Q2 | $399K | Buy |
1,968
+4
| +0.2% | +$812 | 0.04% | 97 |
|
|
2024
Q1 | $413K | Sell |
1,964
-3
| -0.2% | -$631 | 0.04% | 96 |
|
|
2023
Q4 | $395K | Buy |
1,967
+12
| +0.6% | +$2.41K | 0.04% | 92 |
|
|
2023
Q3 | $346K | Sell |
1,955
-83
| -4% | -$14.7K | 0.04% | 97 |
|
|
2023
Q2 | $382K | Buy |
2,038
+4
| +0.2% | +$749 | 0.04% | 94 |
|
|
2023
Q1 | $363K | Sell |
2,034
-108
| -5% | -$19.3K | 0.04% | 97 |
|
|
2022
Q4 | $373K | Buy |
2,142
+166
| +8% | +$28.9K | 0.05% | 95 |
|
|
2022
Q3 | $326K | Buy |
1,976
+48
| +2% | +$7.92K | 0.05% | 97 |
|
|
2022
Q2 | $326K | Buy |
1,928
+4
| +0.2% | +$676 | 0.05% | 98 |
|
|
2022
Q1 | $355K | Sell |
1,924
-46
| -2% | -$8.49K | 0.05% | 99 |
|
|
2021
Q4 | $438K | Sell |
1,970
-89
| -4% | -$19.8K | 0.06% | 94 |
|
|
2021
Q3 | $450K | Buy |
2,059
+28
| +1% | +$6.12K | 0.07% | 82 |
|
|
2021
Q2 | $449K | Sell |
2,031
-3,549
| -64% | -$785K | 0.07% | 55 |
|
|
2021
Q1 | $1.23M | Buy |
5,580
+3
| +0.1% | +$662 | 0.19% | 38 |
|
|
2020
Q4 | $1.2M | Sell |
5,577
-344
| -6% | -$74K | 0.2% | 39 |
|
|
2020
Q3 | $886K | Buy |
5,921
+100
| +2% | +$15K | 0.17% | 43 |
|
|
2020
Q2 | $869K | Sell |
5,821
-814
| -12% | -$122K | 0.18% | 40 |
|
|
2020
Q1 | $759K | Sell |
6,635
-111
| -2% | -$12.7K | 0.19% | 40 |
|
|
2019
Q4 | $1.12M | Buy |
6,746
+47
| +0.7% | +$7.78K | 0.25% | 37 |
|
|
2019
Q3 | $1.01M | Sell |
6,699
-281
| -4% | -$42.5K | 0.24% | 37 |
|
|
2019
Q2 | $1.09M | Sell |
6,980
-50
| -0.7% | -$7.77K | 0.27% | 38 |
|
|
2019
Q1 | $1.08M | Buy |
7,030
+141
| +2% | +$21.6K | 0.29% | 37 |
|
|
2018
Q4 | $922K | Sell |
6,889
-124
| -2% | -$16.6K | 0.28% | 38 |
|
|
2018
Q3 | $1.17M | Buy |
7,013
+283
| +4% | +$47.1K | 0.38% | 28 |
|
|
2018
Q2 | $1.13M | Sell |
6,730
-272
| -4% | -$45.8K | 0.39% | 28 |
|
|
2018
Q1 | $1.04M | Sell |
7,002
-343
| -5% | -$50.8K | 0.41% | 27 |
|
|
2017
Q4 | $1.12M | Buy |
7,345
+1,176
| +19% | +$179K | 0.46% | 28 |
|
|
2017
Q3 | $914K | Buy |
+6,169
| New | +$914K | 0.42% | 32 |
|