CWM
Cahaba Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
3,313
+8
| +0.2% | +$2.81K | 0.09% | 47 |
|
|
2025
Q1 | $1.05M | Sell |
3,305
-45
| -1% | -$14.3K | 0.09% | 51 |
|
|
2024
Q4 | $1.12M | Sell |
3,350
-33
| -1% | -$11K | 0.09% | 46 |
|
|
2024
Q3 | $1.11M | Buy |
3,383
+11
| +0.3% | +$3.59K | 0.09% | 49 |
|
|
2024
Q2 | $1.04M | Buy |
3,372
+9
| +0.3% | +$2.78K | 0.09% | 49 |
|
|
2024
Q1 | $1.01M | Buy |
3,363
+8
| +0.2% | +$2.4K | 0.09% | 49 |
|
|
2023
Q4 | $918K | Sell |
3,355
-2,469
| -42% | -$676K | 0.09% | 52 |
|
|
2023
Q3 | $1.43M | Sell |
5,824
-177
| -3% | -$43.4K | 0.16% | 38 |
|
|
2023
Q2 | $1.53M | Buy |
6,001
+15
| +0.3% | +$3.82K | 0.17% | 37 |
|
|
2023
Q1 | $1.41M | Buy |
5,986
+21
| +0.4% | +$4.94K | 0.16% | 35 |
|
|
2022
Q4 | $1.32M | Buy |
5,965
+13
| +0.2% | +$2.87K | 0.16% | 37 |
|
|
2022
Q3 | $1.23M | Sell |
5,952
-3,068
| -34% | -$635K | 0.17% | 38 |
|
|
2022
Q2 | $1.96M | Sell |
9,020
-773
| -8% | -$168K | 0.28% | 29 |
|
|
2022
Q1 | $2.34M | Sell |
9,793
-234
| -2% | -$55.8K | 0.32% | 26 |
|
|
2021
Q4 | $2.78M | Sell |
10,027
-1,394
| -12% | -$387K | 0.37% | 23 |
|
|
2021
Q3 | $2.91M | Sell |
11,421
-213
| -2% | -$54.3K | 0.43% | 23 |
|
|
2021
Q2 | $3.03M | Sell |
11,634
-188
| -2% | -$48.9K | 0.47% | 22 |
|
|
2021
Q1 | $2.8M | Sell |
11,822
-436
| -4% | -$103K | 0.43% | 24 |
|
|
2020
Q4 | $2.83M | Sell |
12,258
-97
| -0.8% | -$22.4K | 0.47% | 24 |
|
|
2020
Q3 | $2.42M | Sell |
12,355
-205
| -2% | -$40.1K | 0.48% | 24 |
|
|
2020
Q2 | $2.39M | Buy |
12,560
+38
| +0.3% | +$7.22K | 0.49% | 23 |
|
|
2020
Q1 | $1.86M | Buy |
12,522
+12
| +0.1% | +$1.78K | 0.47% | 24 |
|
|
2019
Q4 | $2.36M | Sell |
12,510
-160
| -1% | -$30.2K | 0.52% | 20 |
|
|
2019
Q3 | $2.2M | Buy |
12,670
+51
| +0.4% | +$8.86K | 0.53% | 22 |
|
|
2019
Q2 | $2.18M | Buy |
12,619
+271
| +2% | +$46.7K | 0.54% | 22 |
|
|
2019
Q1 | $2.06M | Sell |
12,348
-240
| -2% | -$40K | 0.56% | 20 |
|
|
2018
Q4 | $1.85M | Buy |
12,588
+285
| +2% | +$41.9K | 0.57% | 23 |
|
|
2018
Q3 | $2.12M | Hold |
12,303
| – | – | 0.7% | 20 |
|
|
2018
Q2 | $2.05M | Sell |
12,303
-39
| -0.3% | -$6.5K | 0.71% | 20 |
|
|
2018
Q1 | $1.89M | Sell |
12,342
-910
| -7% | -$139K | 0.74% | 20 |
|
|
2017
Q4 | $2.1M | Sell |
13,252
-21
| -0.2% | -$3.32K | 0.85% | 20 |
|
|
2017
Q3 | $1.98M | Buy |
+13,273
| New | +$1.98M | 0.91% | 19 |
|