Cahaba Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $549K | Sell |
3,768
-82
| -2% | -$12.2K | 0.04% | 90 |
|
|
2025
Q4 | $543K | Sell |
3,850
-190
| -5% | -$26.6K | 0.04% | 91 |
|
|
2025
Q3 | $564K | Buy |
4,040
+74
| +2% | +$10.1K | 0.04% | 87 |
|
|
2025
Q2 | $524K | Sell |
3,966
-874
| -18% | -$110K | 0.04% | 89 |
|
|
2025
Q1 | $610K | Buy |
4,840
+16
| +0.3% | +$2.08K | 0.05% | 78 |
|
|
2024
Q4 | $624K | Sell |
4,824
-166
| -3% | -$22.2K | 0.05% | 80 |
|
|
2024
Q3 | $660K | Buy |
4,990
+660
| +15% | +$83.4K | 0.05% | 76 |
|
|
2024
Q2 | $523K | Buy |
4,330
+13
| +0.3% | +$1.58K | 0.05% | 85 |
|
|
2024
Q1 | $541K | Sell |
4,317
-127
| -3% | -$15K | 0.05% | 84 |
|
|
2023
Q4 | $517K | Buy |
4,444
+41
| +0.9% | +$4.37K | 0.05% | 79 |
|
|
2023
Q3 | $459K | Sell |
4,403
-245
| -5% | -$27K | 0.05% | 84 |
|
|
2023
Q2 | $511K | Sell |
4,648
-169
| -4% | -$17.8K | 0.06% | 80 |
|
|
2023
Q1 | $512K | Sell |
4,817
-113
| -2% | -$12.3K | 0.06% | 77 |
|
|
2022
Q4 | $519K | Buy |
4,930
+86
| +2% | +$9.02K | 0.06% | 74 |
|
|
2022
Q3 | $465K | Buy |
4,844
+101
| +2% | +$10.8K | 0.06% | 77 |
|
|
2022
Q2 | $481K | Sell |
4,743
-125
| -3% | -$14K | 0.07% | 74 |
|
|
2022
Q1 | $547K | Sell |
4,868
-234
| -5% | -$27.6K | 0.08% | 72 |
|
|
2021
Q4 | $624K | Sell |
5,102
-251
| -5% | -$30K | 0.08% | 72 |
|
|
2021
Q3 | $606K | Sell |
5,353
-630
| -11% | -$72.9K | 0.09% | 68 |
|
|
2021
Q2 | $692K | Sell |
5,983
-186
| -3% | -$21.3K | 0.11% | 44 |
|
|
2021
Q1 | $674K | Buy |
6,169
+44
| +0.7% | +$4.58K | 0.1% | 47 |
|
|
2020
Q4 | $616K | Sell |
6,125
-162
| -3% | -$14.6K | 0.1% | 51 |
|
|
2020
Q3 | $508K | Buy |
6,287
+26
| +0.4% | +$2.1K | 0.1% | 54 |
|
|
2020
Q2 | $507K | Sell |
6,261
-1,918
| -23% | -$140K | 0.1% | 51 |
|
|
2020
Q1 | $524K | Sell |
8,179
-1,250
| -13% | -$107K | 0.13% | 47 |
|
|
2019
Q4 | $893K | Sell |
9,429
-367
| -4% | -$33.5K | 0.2% | 40 |
|
|
2019
Q3 | $878K | Sell |
9,796
-1,254
| -11% | -$111K | 0.21% | 39 |
|
|
2019
Q2 | $984K | Sell |
11,050
-496
| -4% | -$43.6K | 0.25% | 39 |
|
|
2019
Q1 | $1M | Buy |
11,546
+562
| +5% | +$47.4K | 0.27% | 38 |
|
|
2018
Q4 | $838K | Sell |
10,984
-985
| -8% | -$82.4K | 0.26% | 41 |
|
|
2018
Q3 | $1.08M | Sell |
11,969
-1,128
| -9% | -$102K | 0.35% | 31 |
|
|
2018
Q2 | $1.17M | Sell |
13,097
-2,669
| -17% | -$235K | 0.41% | 27 |
|
|
2018
Q1 | $1.33M | Sell |
15,766
-398
| -2% | -$35.3K | 0.53% | 24 |
|
|
2017
Q4 | $1.44M | Sell |
16,164
-152
| -0.9% | -$13.2K | 0.59% | 25 |
|
|
2017
Q3 | $1.39M | Buy |
+16,316
| New | +$1.37M | 0.64% | 24 |
|
Other funds holding IWS
TCIIS
FCBT
CB
Cahaba Wealth Management's IWS Position: Q1 2026 in Review
Cahaba Wealth Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.1% in Q1 2026, selling an estimated $12.2K and leaving 3,768 shares worth $549K. The position accounts for 0.04% of the portfolio, ranked #90.
Cahaba Wealth Management first reported a position in IWS in Q3 2017 and has held it in 35 quarters since. The position peaked at $1.44M in Q4 2017. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.
- Cahaba Wealth Management held 3,768 shares of iShares Russell Mid-Cap Value ETF worth $549K as of Q1 2026.
- Cahaba Wealth Management sold 82 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $12.2K.
- iShares Russell Mid-Cap Value ETF made up 0.04% of Cahaba Wealth Management's portfolio in Q1 2026, its #90 holding.
- Cahaba Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2017 and has held it in 35 quarters since.
- Cahaba Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $1.44M in Q4 2017.
- 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.
Based on Cahaba Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.