Cahaba Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $530K | Buy |
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|
2025
Q2 | $471K | Buy |
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|
2025
Q1 | $448K | Sell |
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|
2024
Q4 | $501K | Buy |
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|
2024
Q3 | $506K | Buy |
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|
2024
Q2 | $410K | Buy |
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|
2024
Q1 | $426K | Sell |
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|
2023
Q4 | $419K | Buy |
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|
2023
Q3 | $361K | Buy |
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|
2023
Q2 | $371K | Sell |
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|
2023
Q1 | $362K | Buy |
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|
2022
Q4 | $364K | Buy |
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|
2022
Q3 | $336K | Buy |
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|
2022
Q2 | $352K | Sell |
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|
2022
Q1 | $394K | Buy |
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|
2021
Q4 | $439K | Sell |
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|
2021
Q3 | $488K | Buy |
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|
2021
Q2 | $485K | Sell |
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|
2021
Q1 | $502K | Buy |
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|
2020
Q4 | $451K | Sell |
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|
2020
Q3 | $339K | Sell |
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|
2020
Q2 | $354K | Sell |
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|
2020
Q1 | $309K | Buy |
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|
2019
Q4 | $483K | Buy |
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|
2019
Q3 | $446K | Buy |
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|
2019
Q2 | $448K | Sell |
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|
2019
Q1 | $473K | Sell |
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|
2018
Q4 | $435K | Sell |
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|
2018
Q3 | $548K | Sell |
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|
2018
Q2 | $668K | Sell |
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|
2018
Q1 | $705K | Sell |
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|
2017
Q4 | $842K | Buy |
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|
2017
Q3 | $827K | Buy |
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