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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$927K	Buy	2,353 +3	+0.1%	+$1.09K	0.06%	65
2026 Q1	$738K	Hold	2,350	–	–	0.05%	68
2025 Q4	$759K	Buy	2,350 +5	+0.2%	+$1.63K	0.05%	70
2025 Q3	$750K	Buy	2,345 +3	+0.1%	+$905	0.05%	71
2025 Q2	$670K	Buy	2,342 +2	+0.1%	+$526	0.05%	72
2025 Q1	$598K	Sell	2,340 -127	-5%	-$35.8K	0.05%	81
2024 Q4	$710K	Sell	2,467 -89	-3%	-$26.3K	0.06%	72
2024 Q3	$726K	Buy	2,556 +185	+8%	+$50.7K	0.06%	74
2024 Q2	$623K	Buy	2,371 +3	+0.1%	+$779	0.05%	73
2024 Q1	$641K	Sell	2,368 -10	-0.4%	-$2.56K	0.06%	72
2023 Q4	$600K	Buy	2,378 +9	+0.4%	+$2.03K	0.06%	71
2023 Q3	$531K	Buy	2,369 +1,113	+89%	+$266K	0.06%	74
2023 Q2	$305K	Sell	1,256 -7	-0.6%	-$1.6K	0.03%	107
2023 Q1	$287K	Buy	1,263 +2	+0.2%	+$457	0.03%	111
2022 Q4	$271K	Buy	1,261 +3	+0.2%	+$657	0.03%	112
2022 Q3	$260K	Buy	1,258 +3	+0.2%	+$675	0.04%	108
2022 Q2	$258K	Sell	1,255 -34	-3%	-$7.58K	0.04%	115
2022 Q1	$289K	Buy	1,289 +13	+1%	+$3.33K	0.04%	116
2021 Q4	$374K	Sell	1,276 -220	-15%	-$66.3K	0.05%	104
2021 Q3	$439K	Buy	1,496 +2	+0.1%	+$601	0.06%	83
2021 Q2	$448K	Sell	1,494 -147	-9%	-$44.2K	0.07%	56
2021 Q1	$493K	Buy	1,641 +1	+0.1%	+$310	0.08%	60
2020 Q4	$518K	Sell	1,640 -253	-13%	-$64.5K	0.09%	56
2020 Q3	$419K	Buy	1,893 +2	+0.1%	+$438	0.08%	58
2020 Q2	$406K	Buy	1,891 +3	+0.2%	+$561	0.08%	54
2020 Q1	$298K	Buy	1,888 +4	+0.2%	+$794	0.08%	58
2019 Q4	$403K	Buy	1,884 +4	+0.2%	+$812	0.09%	61
2019 Q3	$362K	Buy	1,880 +3	+0.2%	+$595	0.09%	62
2019 Q2	$377K	Buy	1,877 +3	+0.2%	+$593	0.09%	59
2019 Q1	$368K	Sell	1,874 -70	-4%	-$13.3K	0.1%	58
2018 Q4	$326K	Sell	1,944 -59	-3%	-$11K	0.1%	59
2018 Q3	$424K	Sell	2,003 -142	-7%	-$30.3K	0.14%	50
2018 Q2	$456K	Sell	2,145 -652	-23%	-$130K	0.16%	46
2018 Q1	$518K	Sell	2,797 -266	-9%	-$51.1K	0.2%	38
2017 Q4	$571K	Sell	3,063 -84	-3%	-$15.3K	0.23%	40
2017 Q3	$563K	Buy	+3,147	New	+$535K	0.26%	39

Other funds holding IWO

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

DADC

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

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

Cahaba Wealth Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.13% in Q2 2026, buying an estimated $1.09K and bringing the position to 2,353 shares worth $927K. The position accounts for 0.06% of the portfolio, ranked #65.

Cahaba Wealth Management first reported a position in IWO in Q3 2017 and has held it in 36 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Cahaba Wealth Management held 2,353 shares of iShares Russell 2000 Growth ETF worth $927K as of Q2 2026.
Cahaba Wealth Management bought 3 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $1.09K.
iShares Russell 2000 Growth ETF made up 0.06% of Cahaba Wealth Management's portfolio in Q2 2026, its #65 holding.
Cahaba Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2017 and has held it in 36 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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