CWM
Cahaba Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.29M | Buy |
57,572
+112
| +0.2% | +$10.3K | 0.41% | 22 |
|
|
2025
Q1 | $4.89M | Sell |
57,460
-1,949
| -3% | -$166K | 0.4% | 22 |
|
|
2024
Q4 | $5.25M | Sell |
59,409
-498
| -0.8% | -$44K | 0.43% | 22 |
|
|
2024
Q3 | $5.28M | Sell |
59,907
-3,828
| -6% | -$337K | 0.44% | 23 |
|
|
2024
Q2 | $5.17M | Sell |
63,735
-76
| -0.1% | -$6.16K | 0.46% | 24 |
|
|
2024
Q1 | $5.37M | Buy |
63,811
+105
| +0.2% | +$8.83K | 0.49% | 23 |
|
|
2023
Q4 | $4.95M | Buy |
63,706
+292
| +0.5% | +$22.7K | 0.49% | 24 |
|
|
2023
Q3 | $4.39M | Sell |
63,414
-1,829
| -3% | -$127K | 0.48% | 24 |
|
|
2023
Q2 | $4.76M | Sell |
65,243
-41
| -0.1% | -$2.99K | 0.52% | 24 |
|
|
2023
Q1 | $4.56M | Sell |
65,284
-3,141
| -5% | -$220K | 0.52% | 23 |
|
|
2022
Q4 | $4.62M | Buy |
68,425
+1,738
| +3% | +$117K | 0.57% | 22 |
|
|
2022
Q3 | $4.14M | Buy |
66,687
+1,527
| +2% | +$94.9K | 0.57% | 21 |
|
|
2022
Q2 | $4.21M | Sell |
65,160
-340
| -0.5% | -$22K | 0.6% | 17 |
|
|
2022
Q1 | $4.72M | Buy |
65,500
+341
| +0.5% | +$24.5K | 0.65% | 17 |
|
|
2021
Q4 | $5.41M | Sell |
65,159
-198
| -0.3% | -$16.4K | 0.72% | 18 |
|
|
2021
Q3 | $5.11M | Buy |
65,357
+8
| +0% | +$626 | 0.75% | 18 |
|
|
2021
Q2 | $5.22M | Sell |
65,349
-1,736
| -3% | -$139K | 0.81% | 18 |
|
|
2021
Q1 | $4.96M | Sell |
67,085
-423
| -0.6% | -$31.3K | 0.77% | 19 |
|
|
2020
Q4 | $4.81M | Sell |
67,508
-8,462
| -11% | -$603K | 0.79% | 19 |
|
|
2020
Q3 | $4.36M | Sell |
75,970
-889
| -1% | -$51K | 0.86% | 16 |
|
|
2020
Q2 | $4.38M | Sell |
76,859
-10,408
| -12% | -$593K | 0.9% | 15 |
|
|
2020
Q1 | $3.77M | Buy |
87,267
+768
| +0.9% | +$33.2K | 0.96% | 16 |
|
|
2019
Q4 | $5.16M | Sell |
86,499
-282
| -0.3% | -$16.8K | 1.14% | 15 |
|
|
2019
Q3 | $4.86M | Sell |
86,781
-1,890
| -2% | -$106K | 1.16% | 14 |
|
|
2019
Q2 | $4.95M | Sell |
88,671
-810
| -0.9% | -$45.3K | 1.24% | 14 |
|
|
2019
Q1 | $4.83M | Sell |
89,481
-9,336
| -9% | -$504K | 1.3% | 13 |
|
|
2018
Q4 | $4.59M | Buy |
98,817
+74,552
| +307% | +$3.47M | 1.42% | 13 |
|
|
2018
Q3 | $5.33M | Buy |
24,265
+405
| +2% | +$89K | 1.75% | 12 |
|
|
2018
Q2 | $5.17M | Sell |
23,860
-917
| -4% | -$199K | 1.8% | 12 |
|
|
2018
Q1 | $5M | Sell |
24,777
-601
| -2% | -$121K | 1.97% | 12 |
|
|
2017
Q4 | $5.28M | Buy |
25,378
+2,865
| +13% | +$596K | 2.15% | 12 |
|
|
2017
Q3 | $4.44M | Buy |
+22,513
| New | +$4.44M | 2.04% | 14 |
|