Cahaba Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.44M | Buy |
3,372
+4
| +0.1% | +$1.65K | 0.09% | 51 |
|
|
2026
Q1 | $1.25M | Buy |
3,368
+45
| +1% | +$17.4K | 0.08% | 49 |
|
|
2025
Q4 | $1.29M | Buy |
3,323
+2
| +0.1% | +$768 | 0.09% | 45 |
|
|
2025
Q3 | $1.26M | Buy |
3,321
+8
| +0.2% | +$2.92K | 0.09% | 43 |
|
|
2025
Q2 | $1.16M | Buy |
3,313
+8
| +0.2% | +$2.6K | 0.09% | 47 |
|
|
2025
Q1 | $1.05M | Sell |
3,305
-45
| -1% | -$15.1K | 0.09% | 51 |
|
|
2024
Q4 | $1.12M | Sell |
3,350
-33
| -1% | -$11.1K | 0.09% | 46 |
|
|
2024
Q3 | $1.11M | Buy |
3,383
+11
| +0.3% | +$3.46K | 0.09% | 49 |
|
|
2024
Q2 | $1.04M | Buy |
3,372
+9
| +0.3% | +$2.69K | 0.09% | 49 |
|
|
2024
Q1 | $1.01M | Buy |
3,363
+8
| +0.2% | +$2.28K | 0.09% | 49 |
|
|
2023
Q4 | $918K | Sell |
3,355
-2,469
| -42% | -$630K | 0.09% | 52 |
|
|
2023
Q3 | $1.43M | Sell |
5,824
-177
| -3% | -$45.2K | 0.16% | 38 |
|
|
2023
Q2 | $1.53M | Buy |
6,001
+15
| +0.3% | +$3.61K | 0.17% | 37 |
|
|
2023
Q1 | $1.41M | Buy |
5,986
+21
| +0.4% | +$4.85K | 0.16% | 35 |
|
|
2022
Q4 | $1.32M | Buy |
5,965
+13
| +0.2% | +$2.89K | 0.16% | 37 |
|
|
2022
Q3 | $1.23M | Sell |
5,952
-3,068
| -34% | -$706K | 0.17% | 38 |
|
|
2022
Q2 | $1.96M | Sell |
9,020
-773
| -8% | -$183K | 0.28% | 29 |
|
|
2022
Q1 | $2.34M | Sell |
9,793
-234
| -2% | -$60.6K | 0.32% | 26 |
|
|
2021
Q4 | $2.78M | Sell |
10,027
-1,394
| -12% | -$378K | 0.37% | 23 |
|
|
2021
Q3 | $2.91M | Sell |
11,421
-213
| -2% | -$55.8K | 0.43% | 23 |
|
|
2021
Q2 | $3.03M | Sell |
11,634
-188
| -2% | -$46.9K | 0.47% | 22 |
|
|
2021
Q1 | $2.8M | Sell |
11,822
-436
| -4% | -$101K | 0.43% | 24 |
|
|
2020
Q4 | $2.83M | Sell |
12,258
-97
| -0.8% | -$20.4K | 0.47% | 24 |
|
|
2020
Q3 | $2.42M | Sell |
12,355
-205
| -2% | -$39.7K | 0.48% | 24 |
|
|
2020
Q2 | $2.38M | Buy |
12,560
+38
| +0.3% | +$6.44K | 0.49% | 23 |
|
|
2020
Q1 | $1.86M | Buy |
12,522
+12
| +0.1% | +$2.13K | 0.47% | 24 |
|
|
2019
Q4 | $2.36M | Sell |
12,510
-160
| -1% | -$28.8K | 0.52% | 20 |
|
|
2019
Q3 | $2.2M | Buy |
12,670
+51
| +0.4% | +$8.85K | 0.53% | 22 |
|
|
2019
Q2 | $2.17M | Buy |
12,619
+271
| +2% | +$46K | 0.54% | 22 |
|
|
2019
Q1 | $2.06M | Sell |
12,348
-240
| -2% | -$38.5K | 0.56% | 20 |
|
|
2018
Q4 | $1.85M | Buy |
12,588
+285
| +2% | +$45.3K | 0.57% | 23 |
|
|
2018
Q3 | $2.12M | Hold |
12,303
| – | – | 0.7% | 20 |
|
|
2018
Q2 | $2.05M | Sell |
12,303
-39
| -0.3% | -$6.27K | 0.71% | 20 |
|
|
2018
Q1 | $1.89M | Sell |
12,342
-910
| -7% | -$147K | 0.74% | 20 |
|
|
2017
Q4 | $2.1M | Sell |
13,252
-21
| -0.2% | -$3.24K | 0.85% | 20 |
|
|
2017
Q3 | $1.98M | Buy |
+13,273
| New | +$1.94M | 0.91% | 19 |
|
Other funds holding IWV
SCM
AFI
UMC
PWA
Cahaba Wealth Management's IWV Position: Q2 2026 in Review
Cahaba Wealth Management increased its iShares Russell 3000 ETF (IWV) stake by 0.12% in Q2 2026, buying an estimated $1.65K and bringing the position to 3,372 shares worth $1.44M. The position accounts for 0.09% of the portfolio, ranked #51.
Cahaba Wealth Management first reported a position in IWV in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.03M in Q2 2021. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.
- Cahaba Wealth Management held 3,372 shares of iShares Russell 3000 ETF worth $1.44M as of Q2 2026.
- Cahaba Wealth Management bought 4 iShares Russell 3000 ETF shares in Q2 2026, an estimated $1.65K.
- iShares Russell 3000 ETF made up 0.09% of Cahaba Wealth Management's portfolio in Q2 2026, its #51 holding.
- Cahaba Wealth Management first reported a position in iShares Russell 3000 ETF in Q3 2017 and has held it in 36 quarters since.
- Cahaba Wealth Management's iShares Russell 3000 ETF position peaked at $3.03M in Q2 2021.
- 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.
Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.