CWM
Cahaba Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $919K | Buy |
6,629
+3
| +0% | +$416 | 0.07% | 57 |
|
|
2025
Q1 | $778K | Buy |
6,626
+3
| +0% | +$352 | 0.06% | 63 |
|
|
2024
Q4 | $839K | Sell |
6,623
-74
| -1% | -$9.38K | 0.07% | 59 |
|
|
2024
Q3 | $785K | Buy |
6,697
+739
| +12% | +$86.7K | 0.06% | 65 |
|
|
2024
Q2 | $657K | Buy |
5,958
+3
| +0.1% | +$331 | 0.06% | 70 |
|
|
2024
Q1 | $680K | Sell |
5,955
-88
| -1% | -$10K | 0.06% | 68 |
|
|
2023
Q4 | $631K | Buy |
6,043
+66
| +1% | +$6.89K | 0.06% | 68 |
|
|
2023
Q3 | $546K | Buy |
5,977
+90
| +2% | +$8.22K | 0.06% | 72 |
|
|
2023
Q2 | $569K | Sell |
5,887
-114
| -2% | -$11K | 0.06% | 72 |
|
|
2023
Q1 | $546K | Sell |
6,001
-493
| -8% | -$44.9K | 0.06% | 72 |
|
|
2022
Q4 | $543K | Buy |
6,494
+16
| +0.2% | +$1.34K | 0.07% | 70 |
|
|
2022
Q3 | $508K | Buy |
6,478
+514
| +9% | +$40.3K | 0.07% | 69 |
|
|
2022
Q2 | $472K | Sell |
5,964
-151
| -2% | -$12K | 0.07% | 77 |
|
|
2022
Q1 | $545K | Sell |
6,115
-43
| -0.7% | -$3.83K | 0.07% | 74 |
|
|
2021
Q4 | $710K | Sell |
6,158
-445
| -7% | -$51.3K | 0.09% | 60 |
|
|
2021
Q3 | $740K | Sell |
6,603
-679
| -9% | -$76.1K | 0.11% | 55 |
|
|
2021
Q2 | $832K | Sell |
7,282
-143
| -2% | -$16.3K | 0.13% | 41 |
|
|
2021
Q1 | $757K | Buy |
7,425
+3
| +0% | +$306 | 0.12% | 45 |
|
|
2020
Q4 | $792K | Buy |
7,422
+3,014
| +68% | +$322K | 0.13% | 47 |
|
|
2020
Q3 | $762K | Buy |
4,408
+1,097
| +33% | +$190K | 0.15% | 47 |
|
|
2020
Q2 | $560K | Buy |
3,311
+3
| +0.1% | +$507 | 0.12% | 49 |
|
|
2020
Q1 | $402K | Sell |
3,308
-662
| -17% | -$80.4K | 0.1% | 48 |
|
|
2019
Q4 | $605K | Buy |
3,970
+5
| +0.1% | +$762 | 0.13% | 48 |
|
|
2019
Q3 | $560K | Sell |
3,965
-402
| -9% | -$56.8K | 0.13% | 49 |
|
|
2019
Q2 | $622K | Sell |
4,367
-449
| -9% | -$64K | 0.16% | 49 |
|
|
2019
Q1 | $653K | Buy |
4,816
+15
| +0.3% | +$2.03K | 0.18% | 47 |
|
|
2018
Q4 | $546K | Sell |
4,801
-517
| -10% | -$58.8K | 0.17% | 51 |
|
|
2018
Q3 | $717K | Sell |
5,318
-816
| -13% | -$110K | 0.23% | 38 |
|
|
2018
Q2 | $807K | Sell |
6,134
-2,268
| -27% | -$298K | 0.28% | 33 |
|
|
2018
Q1 | $1.01M | Sell |
8,402
-144
| -2% | -$17.3K | 0.4% | 28 |
|
|
2017
Q4 | $1.03M | Sell |
8,546
-380
| -4% | -$45.8K | 0.42% | 30 |
|
|
2017
Q3 | $1.01M | Buy |
+8,926
| New | +$1.01M | 0.46% | 28 |
|