Cahaba Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $471K | Buy |
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|
2025
Q2 | $399K | Sell |
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|
2025
Q1 | $378K | Buy |
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|
2024
Q4 | $418K | Buy |
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|
2024
Q3 | $417K | Sell |
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|
2024
Q2 | $399K | Buy |
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|
2024
Q1 | $413K | Sell |
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|
2023
Q4 | $395K | Buy |
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|
2023
Q3 | $346K | Sell |
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|
2023
Q2 | $382K | Buy |
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|
2023
Q1 | $363K | Sell |
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|
2022
Q4 | $373K | Buy |
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|
2022
Q3 | $326K | Buy |
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|
2022
Q2 | $326K | Buy |
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|
2022
Q1 | $355K | Sell |
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|
2021
Q4 | $438K | Sell |
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|
2021
Q3 | $450K | Buy |
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|
2021
Q2 | $449K | Sell |
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|
2021
Q1 | $1.23M | Buy |
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|
2020
Q4 | $1.2M | Sell |
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|
2020
Q3 | $886K | Buy |
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|
2020
Q2 | $869K | Sell |
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|
2020
Q1 | $759K | Sell |
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|
2019
Q4 | $1.12M | Buy |
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|
2019
Q3 | $1.01M | Sell |
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|
2019
Q2 | $1.08M | Sell |
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|
2019
Q1 | $1.08M | Buy |
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|
2018
Q4 | $922K | Sell |
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|
2018
Q3 | $1.17M | Buy |
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|
2018
Q2 | $1.13M | Sell |
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|
2018
Q1 | $1.04M | Sell |
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|
2017
Q4 | $1.12M | Buy |
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|
2017
Q3 | $914K | Buy |
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