Cahaba Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $750K | Buy |
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|
2025
Q2 | $670K | Buy |
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|
2025
Q1 | $598K | Sell |
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|
2024
Q4 | $710K | Sell |
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|
2024
Q3 | $726K | Buy |
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|
2024
Q2 | $623K | Buy |
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|
2024
Q1 | $641K | Sell |
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|
2023
Q4 | $600K | Buy |
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|
2023
Q3 | $531K | Buy |
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|
2023
Q2 | $305K | Sell |
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|
2023
Q1 | $287K | Buy |
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|
2022
Q4 | $271K | Buy |
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|
2022
Q3 | $260K | Buy |
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|
2022
Q2 | $258K | Sell |
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|
2022
Q1 | $289K | Buy |
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|
2021
Q4 | $374K | Sell |
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|
2021
Q3 | $439K | Buy |
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|
2021
Q2 | $448K | Sell |
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|
2021
Q1 | $493K | Buy |
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|
2020
Q4 | $518K | Sell |
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|
2020
Q3 | $419K | Buy |
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|
2020
Q2 | $406K | Buy |
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|
2020
Q1 | $298K | Buy |
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|
2019
Q4 | $403K | Buy |
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|
2019
Q3 | $362K | Buy |
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|
2019
Q2 | $377K | Buy |
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|
2019
Q1 | $368K | Sell |
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|
2018
Q4 | $326K | Sell |
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|
2018
Q3 | $424K | Sell |
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|
2018
Q2 | $456K | Sell |
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|
2018
Q1 | $518K | Sell |
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|
2017
Q4 | $571K | Sell |
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|
2017
Q3 | $563K | Buy |
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