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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $564K | Buy |
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|
2025
Q2 | $524K | Sell |
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|
2025
Q1 | $610K | Buy |
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|
2024
Q4 | $624K | Sell |
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|
2024
Q3 | $660K | Buy |
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|
2024
Q2 | $523K | Buy |
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|
2024
Q1 | $541K | Sell |
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|
2023
Q4 | $517K | Buy |
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|
2023
Q3 | $459K | Sell |
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|
2023
Q2 | $511K | Sell |
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|
2023
Q1 | $512K | Sell |
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|
2022
Q4 | $519K | Buy |
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|
2022
Q3 | $465K | Buy |
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|
2022
Q2 | $481K | Sell |
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|
2022
Q1 | $547K | Sell |
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|
2021
Q4 | $624K | Sell |
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|
2021
Q3 | $606K | Sell |
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|
2021
Q2 | $692K | Sell |
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|
2021
Q1 | $674K | Buy |
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|
2020
Q4 | $616K | Sell |
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|
2020
Q3 | $508K | Buy |
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|
2020
Q2 | $507K | Sell |
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|
2020
Q1 | $524K | Sell |
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|
2019
Q4 | $893K | Sell |
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|
2019
Q3 | $878K | Sell |
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|
2019
Q2 | $984K | Sell |
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|
2019
Q1 | $1M | Buy |
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|
2018
Q4 | $838K | Sell |
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|
2018
Q3 | $1.08M | Sell |
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|
2018
Q2 | $1.17M | Sell |
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|
2018
Q1 | $1.33M | Sell |
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|
2017
Q4 | $1.44M | Sell |
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|
2017
Q3 | $1.39M | Buy |
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