Cahaba Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Cahaba Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$507K	Buy	2,043 +93	+5%	+$24K	0.03%	95
2025 Q4	$480K	Buy	1,950 +5	+0.3%	+$1.23K	0.03%	96
2025 Q3	$471K	Buy	1,945 +97	+5%	+$22.3K	0.03%	97
2025 Q2	$399K	Sell	1,848 -46	-2%	-$9.26K	0.03%	107
2025 Q1	$378K	Buy	1,894 +3	+0.2%	+$651	0.03%	101
2024 Q4	$418K	Buy	1,891 +4	+0.2%	+$912	0.03%	97
2024 Q3	$417K	Sell	1,887 -81	-4%	-$17.3K	0.03%	100
2024 Q2	$399K	Buy	1,968 +4	+0.2%	+$808	0.04%	97
2024 Q1	$413K	Sell	1,964 -3	-0.2%	-$598	0.04%	96
2023 Q4	$395K	Buy	1,967 +12	+0.6%	+$2.15K	0.04%	92
2023 Q3	$346K	Sell	1,955 -83	-4%	-$15.6K	0.04%	97
2023 Q2	$382K	Buy	2,038 +4	+0.2%	+$713	0.04%	94
2023 Q1	$363K	Sell	2,034 -108	-5%	-$19.9K	0.04%	97
2022 Q4	$373K	Buy	2,142 +166	+8%	+$29.5K	0.05%	95
2022 Q3	$326K	Buy	1,976 +48	+2%	+$8.76K	0.05%	97
2022 Q2	$326K	Buy	1,928 +4	+0.2%	+$737	0.05%	98
2022 Q1	$355K	Sell	1,924 -46	-2%	-$9.38K	0.05%	99
2021 Q4	$438K	Sell	1,970 -89	-4%	-$20.1K	0.06%	94
2021 Q3	$450K	Buy	2,059 +28	+1%	+$6.21K	0.07%	82
2021 Q2	$449K	Sell	2,031 -3,549	-64%	-$798K	0.07%	55
2021 Q1	$1.23M	Buy	5,580 +3	+0.1%	+$655	0.19%	38
2020 Q4	$1.2M	Sell	5,577 -344	-6%	-$60.2K	0.2%	39
2020 Q3	$886K	Buy	5,921 +100	+2%	+$15K	0.17%	43
2020 Q2	$869K	Sell	5,821 -814	-12%	-$107K	0.18%	40
2020 Q1	$759K	Sell	6,635 -111	-2%	-$16.5K	0.19%	40
2019 Q4	$1.12M	Buy	6,746 +47	+0.7%	+$7.43K	0.25%	37
2019 Q3	$1.01M	Sell	6,699 -281	-4%	-$42.9K	0.24%	37
2019 Q2	$1.08M	Sell	6,980 -50	-0.7%	-$7.71K	0.27%	38
2019 Q1	$1.08M	Buy	7,030 +141	+2%	+$21.2K	0.29%	37
2018 Q4	$922K	Sell	6,889 -124	-2%	-$18.5K	0.28%	38
2018 Q3	$1.17M	Buy	7,013 +283	+4%	+$47.8K	0.38%	28
2018 Q2	$1.13M	Sell	6,730 -272	-4%	-$43.5K	0.39%	28
2018 Q1	$1.04M	Sell	7,002 -343	-5%	-$53K	0.41%	27
2017 Q4	$1.12M	Buy	7,345 +1,176	+19%	+$177K	0.46%	28
2017 Q3	$914K	Buy	+6,169	New	+$868K	0.42%	32