Cahaba Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.29M | Buy |
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|
2025
Q1 | $4.89M | Sell |
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|
2024
Q4 | $5.25M | Sell |
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|
2024
Q3 | $5.28M | Sell |
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|
2024
Q2 | $5.17M | Sell |
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|
2024
Q1 | $5.37M | Buy |
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|
2023
Q4 | $4.95M | Buy |
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|
2023
Q3 | $4.39M | Sell |
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|
2023
Q2 | $4.76M | Sell |
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|
2023
Q1 | $4.56M | Sell |
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|
2022
Q4 | $4.62M | Buy |
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|
2022
Q3 | $4.14M | Buy |
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|
2022
Q2 | $4.21M | Sell |
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|
2022
Q1 | $4.71M | Buy |
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|
2021
Q4 | $5.41M | Sell |
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|
2021
Q3 | $5.11M | Buy |
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|
2021
Q2 | $5.22M | Sell |
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|
2021
Q1 | $4.96M | Sell |
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|
2020
Q4 | $4.81M | Sell |
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|
2020
Q3 | $4.36M | Sell |
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|
2020
Q2 | $4.38M | Sell |
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|
2020
Q1 | $3.77M | Buy |
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|
2019
Q4 | $5.16M | Sell |
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|
2019
Q3 | $4.86M | Sell |
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|
2019
Q2 | $4.95M | Sell |
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|
2019
Q1 | $4.83M | Sell |
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|
2018
Q4 | $4.59M | Buy |
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|
2018
Q3 | $5.33M | Buy |
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|
2018
Q2 | $5.17M | Sell |
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|
2018
Q1 | $5M | Sell |
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|
2017
Q4 | $5.28M | Buy |
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|
2017
Q3 | $4.44M | Buy |
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