CWM
Cahaba Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $670K | Buy |
2,342
+2
| +0.1% | +$572 | 0.05% | 72 |
|
|
2025
Q1 | $598K | Sell |
2,340
-127
| -5% | -$32.4K | 0.05% | 81 |
|
|
2024
Q4 | $710K | Sell |
2,467
-89
| -3% | -$25.6K | 0.06% | 72 |
|
|
2024
Q3 | $726K | Buy |
2,556
+185
| +8% | +$52.5K | 0.06% | 74 |
|
|
2024
Q2 | $623K | Buy |
2,371
+3
| +0.1% | +$788 | 0.05% | 73 |
|
|
2024
Q1 | $641K | Sell |
2,368
-10
| -0.4% | -$2.71K | 0.06% | 72 |
|
|
2023
Q4 | $600K | Buy |
2,378
+9
| +0.4% | +$2.27K | 0.06% | 71 |
|
|
2023
Q3 | $531K | Buy |
2,369
+1,113
| +89% | +$249K | 0.06% | 74 |
|
|
2023
Q2 | $305K | Sell |
1,256
-7
| -0.6% | -$1.7K | 0.03% | 107 |
|
|
2023
Q1 | $287K | Buy |
1,263
+2
| +0.2% | +$454 | 0.03% | 111 |
|
|
2022
Q4 | $271K | Buy |
1,261
+3
| +0.2% | +$644 | 0.03% | 112 |
|
|
2022
Q3 | $260K | Buy |
1,258
+3
| +0.2% | +$620 | 0.04% | 108 |
|
|
2022
Q2 | $258K | Sell |
1,255
-34
| -3% | -$6.99K | 0.04% | 115 |
|
|
2022
Q1 | $289K | Buy |
1,289
+13
| +1% | +$2.92K | 0.04% | 116 |
|
|
2021
Q4 | $374K | Sell |
1,276
-220
| -15% | -$64.5K | 0.05% | 104 |
|
|
2021
Q3 | $439K | Buy |
1,496
+2
| +0.1% | +$587 | 0.06% | 83 |
|
|
2021
Q2 | $448K | Sell |
1,494
-147
| -9% | -$44.1K | 0.07% | 56 |
|
|
2021
Q1 | $493K | Buy |
1,641
+1
| +0.1% | +$300 | 0.08% | 60 |
|
|
2020
Q4 | $518K | Sell |
1,640
-253
| -13% | -$79.9K | 0.09% | 56 |
|
|
2020
Q3 | $419K | Buy |
1,893
+2
| +0.1% | +$443 | 0.08% | 58 |
|
|
2020
Q2 | $406K | Buy |
1,891
+3
| +0.2% | +$644 | 0.08% | 54 |
|
|
2020
Q1 | $298K | Buy |
1,888
+4
| +0.2% | +$631 | 0.08% | 58 |
|
|
2019
Q4 | $403K | Buy |
1,884
+4
| +0.2% | +$856 | 0.09% | 61 |
|
|
2019
Q3 | $362K | Buy |
1,880
+3
| +0.2% | +$578 | 0.09% | 62 |
|
|
2019
Q2 | $377K | Buy |
1,877
+3
| +0.2% | +$603 | 0.09% | 59 |
|
|
2019
Q1 | $368K | Sell |
1,874
-70
| -4% | -$13.7K | 0.1% | 58 |
|
|
2018
Q4 | $326K | Sell |
1,944
-59
| -3% | -$9.89K | 0.1% | 59 |
|
|
2018
Q3 | $424K | Sell |
2,003
-142
| -7% | -$30.1K | 0.14% | 50 |
|
|
2018
Q2 | $456K | Sell |
2,145
-652
| -23% | -$139K | 0.16% | 46 |
|
|
2018
Q1 | $518K | Sell |
2,797
-266
| -9% | -$49.3K | 0.2% | 38 |
|
|
2017
Q4 | $571K | Sell |
3,063
-84
| -3% | -$15.7K | 0.23% | 40 |
|
|
2017
Q3 | $563K | Buy |
+3,147
| New | +$563K | 0.26% | 39 |
|