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 Q2	$660K	Buy	2,983 +11	+0.4%	+$2.3K	0.04%	83
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

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Cahaba Wealth Management's IWN Position: Q2 2026 in Review

Cahaba Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 0.37% in Q2 2026, buying an estimated $2.3K and bringing the position to 2,983 shares worth $660K. The position accounts for 0.04% of the portfolio, ranked #83.

Cahaba Wealth Management first reported a position in IWN in Q3 2017 and has held it in 36 quarters since. The position peaked at $842K in Q4 2017. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Cahaba Wealth Management held 2,983 shares of iShares Russell 2000 Value ETF worth $660K as of Q2 2026.
Cahaba Wealth Management bought 11 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $2.3K.
iShares Russell 2000 Value ETF made up 0.04% of Cahaba Wealth Management's portfolio in Q2 2026, its #83 holding.
Cahaba Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q3 2017 and has held it in 36 quarters since.
Cahaba Wealth Management's iShares Russell 2000 Value ETF position peaked at $842K in Q4 2017.
1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.