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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$564K	Sell	2,972 -42	-1%	-$8.13K	0.04%	87
2025 Q4	$546K	Buy	3,014 +17	+0.6%	+$3.05K	0.04%	90
2025 Q3	$530K	Buy	2,997 +14	+0.5%	+$2.36K	0.04%	91
2025 Q2	$471K	Buy	2,983 +13	+0.4%	+$1.94K	0.04%	98
2025 Q1	$448K	Sell	2,970 -81	-3%	-$13.1K	0.04%	94
2024 Q4	$501K	Buy	3,051 +16	+0.5%	+$2.73K	0.04%	92
2024 Q3	$506K	Buy	3,035 +342	+13%	+$55.6K	0.04%	90
2024 Q2	$410K	Buy	2,693 +12	+0.4%	+$1.83K	0.04%	95
2024 Q1	$426K	Sell	2,681 -14	-0.5%	-$2.12K	0.04%	94
2023 Q4	$419K	Buy	2,695 +34	+1%	+$4.71K	0.04%	88
2023 Q3	$361K	Buy	2,661 +24	+0.9%	+$3.44K	0.04%	96
2023 Q2	$371K	Sell	2,637 -5	-0.2%	-$676	0.04%	97
2023 Q1	$362K	Buy	2,642 +14	+0.5%	+$2.03K	0.04%	98
2022 Q4	$364K	Buy	2,628 +18	+0.7%	+$2.54K	0.05%	97
2022 Q3	$336K	Buy	2,610 +18	+0.7%	+$2.6K	0.05%	94
2022 Q2	$352K	Sell	2,592 -61	-2%	-$9.08K	0.05%	92
2022 Q1	$394K	Buy	2,653 +8	+0.3%	+$1.27K	0.05%	93
2021 Q4	$439K	Sell	2,645 -400	-13%	-$66.7K	0.06%	92
2021 Q3	$488K	Buy	3,045 +13	+0.4%	+$2.09K	0.07%	76
2021 Q2	$485K	Sell	3,032 -116	-4%	-$19.1K	0.07%	53
2021 Q1	$502K	Buy	3,148 +7	+0.2%	+$1.06K	0.08%	59
2020 Q4	$451K	Sell	3,141 -272	-8%	-$32.1K	0.07%	61
2020 Q3	$339K	Sell	3,413 -71	-2%	-$7.21K	0.07%	60
2020 Q2	$354K	Sell	3,484 -294	-8%	-$26.7K	0.07%	60
2020 Q1	$309K	Buy	3,778 +18	+0.5%	+$2.02K	0.08%	57
2019 Q4	$483K	Buy	3,760 +20	+0.5%	+$2.47K	0.11%	51
2019 Q3	$446K	Buy	3,740 +15	+0.4%	+$1.77K	0.11%	54
2019 Q2	$448K	Sell	3,725 -226	-6%	-$27.3K	0.11%	51
2019 Q1	$473K	Sell	3,951 -99	-2%	-$11.8K	0.13%	50
2018 Q4	$435K	Sell	4,050 -125	-3%	-$15K	0.13%	54
2018 Q3	$548K	Sell	4,175 -800	-16%	-$108K	0.18%	44
2018 Q2	$668K	Sell	4,975 -935	-16%	-$120K	0.23%	39
2018 Q1	$705K	Sell	5,910 -789	-12%	-$98.8K	0.28%	33
2017 Q4	$842K	Buy	6,699 +38	+0.6%	+$4.75K	0.34%	34
2017 Q3	$827K	Buy	+6,661	New	+$785K	0.38%	33