Cahaba Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $950K | Sell |
6,491
-766
| -11% | -$106K | 0.06% | 62 |
|
|
2026
Q1 | $930K | Sell |
7,257
-131
| -2% | -$17.7K | 0.06% | 57 |
|
|
2025
Q4 | $1.01M | Buy |
7,388
+115
| +2% | +$16.1K | 0.07% | 54 |
|
|
2025
Q3 | $1.04M | Buy |
7,273
+644
| +10% | +$91K | 0.08% | 53 |
|
|
2025
Q2 | $919K | Buy |
6,629
+3
| +0% | +$380 | 0.07% | 57 |
|
|
2025
Q1 | $778K | Buy |
6,626
+3
| +0% | +$386 | 0.06% | 63 |
|
|
2024
Q4 | $839K | Sell |
6,623
-74
| -1% | -$9.41K | 0.07% | 59 |
|
|
2024
Q3 | $785K | Buy |
6,697
+739
| +12% | +$82.6K | 0.06% | 65 |
|
|
2024
Q2 | $657K | Buy |
5,958
+3
| +0.1% | +$330 | 0.06% | 70 |
|
|
2024
Q1 | $680K | Sell |
5,955
-88
| -1% | -$9.52K | 0.06% | 68 |
|
|
2023
Q4 | $631K | Buy |
6,043
+66
| +1% | +$6.26K | 0.06% | 68 |
|
|
2023
Q3 | $546K | Buy |
5,977
+90
| +2% | +$8.61K | 0.06% | 72 |
|
|
2023
Q2 | $569K | Sell |
5,887
-114
| -2% | -$10.4K | 0.06% | 72 |
|
|
2023
Q1 | $546K | Sell |
6,001
-493
| -8% | -$44K | 0.06% | 72 |
|
|
2022
Q4 | $543K | Buy |
6,494
+16
| +0.2% | +$1.35K | 0.07% | 70 |
|
|
2022
Q3 | $508K | Buy |
6,478
+514
| +9% | +$44.2K | 0.07% | 69 |
|
|
2022
Q2 | $472K | Sell |
5,964
-151
| -2% | -$13.2K | 0.07% | 77 |
|
|
2022
Q1 | $545K | Sell |
6,115
-43
| -0.7% | -$4.28K | 0.07% | 74 |
|
|
2021
Q4 | $710K | Sell |
6,158
-445
| -7% | -$51.9K | 0.09% | 60 |
|
|
2021
Q3 | $740K | Sell |
6,603
-679
| -9% | -$78.1K | 0.11% | 55 |
|
|
2021
Q2 | $832K | Sell |
7,282
-143
| -2% | -$15.3K | 0.13% | 41 |
|
|
2021
Q1 | $757K | Buy |
7,425
+3
| +0% | +$314 | 0.12% | 45 |
|
|
2020
Q4 | $792K | Sell |
7,422
-1,394
| -16% | -$133K | 0.13% | 47 |
|
|
2020
Q3 | $762K | Buy |
8,816
+2,194
| +33% | +$185K | 0.15% | 47 |
|
|
2020
Q2 | $560K | Buy |
6,622
+6
| +0.1% | +$435 | 0.12% | 49 |
|
|
2020
Q1 | $402K | Sell |
6,616
-1,324
| -17% | -$96.5K | 0.1% | 48 |
|
|
2019
Q4 | $605K | Buy |
7,940
+10
| +0.1% | +$733 | 0.13% | 48 |
|
|
2019
Q3 | $560K | Sell |
7,930
-804
| -9% | -$57.8K | 0.13% | 49 |
|
|
2019
Q2 | $622K | Sell |
8,734
-898
| -9% | -$62.5K | 0.16% | 49 |
|
|
2019
Q1 | $653K | Buy |
9,632
+30
| +0.3% | +$1.93K | 0.18% | 47 |
|
|
2018
Q4 | $546K | Sell |
9,602
-1,034
| -10% | -$62.9K | 0.17% | 51 |
|
|
2018
Q3 | $717K | Sell |
10,636
-1,632
| -13% | -$108K | 0.23% | 38 |
|
|
2018
Q2 | $807K | Sell |
12,268
-4,536
| -27% | -$286K | 0.28% | 33 |
|
|
2018
Q1 | $1.01M | Sell |
16,804
-288
| -2% | -$18K | 0.4% | 28 |
|
|
2017
Q4 | $1.03M | Sell |
17,092
-760
| -4% | -$44.7K | 0.42% | 30 |
|
|
2017
Q3 | $1.01M | Buy |
+17,852
| New | +$979K | 0.46% | 28 |
|
Other funds holding IWP
FCAS
CCWM
Cahaba Wealth Management's IWP Position: Q2 2026 in Review
Cahaba Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 11% in Q2 2026, selling an estimated $106K and leaving 6,491 shares worth $950K. The position accounts for 0.06% of the portfolio, ranked #62.
Cahaba Wealth Management first reported a position in IWP in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.04M in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.
- Cahaba Wealth Management held 6,491 shares of iShares Russell Mid-Cap Growth ETF worth $950K as of Q2 2026.
- Cahaba Wealth Management sold 766 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $106K.
- iShares Russell Mid-Cap Growth ETF made up 0.06% of Cahaba Wealth Management's portfolio in Q2 2026, its #62 holding.
- Cahaba Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2017 and has held it in 36 quarters since.
- Cahaba Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $1.04M in Q3 2025.
- 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.
Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.