CWM
Cahaba Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $851K | Hold |
3,451
| – | – | 0.07% | 63 |
|
|
2025
Q1 | $728K | Sell |
3,451
-41
| -1% | -$8.65K | 0.06% | 68 |
|
|
2024
Q4 | $822K | Hold |
3,492
| – | – | 0.07% | 61 |
|
|
2024
Q3 | $768K | Sell |
3,492
-2,462
| -41% | -$542K | 0.06% | 67 |
|
|
2024
Q2 | $1.28M | Hold |
5,954
| – | – | 0.11% | 40 |
|
|
2024
Q1 | $1.16M | Hold |
5,954
| – | – | 0.11% | 45 |
|
|
2023
Q4 | $1.04M | Hold |
5,954
| – | – | 0.1% | 44 |
|
|
2023
Q3 | $916K | Hold |
5,954
| – | – | 0.1% | 50 |
|
|
2023
Q2 | $944K | Sell |
5,954
-142
| -2% | -$22.5K | 0.1% | 50 |
|
|
2023
Q1 | $847K | Buy |
6,096
+11
| +0.2% | +$1.53K | 0.1% | 50 |
|
|
2022
Q4 | $733K | Buy |
6,085
+163
| +3% | +$19.6K | 0.09% | 58 |
|
|
2022
Q3 | $707K | Buy |
5,922
+14
| +0.2% | +$1.67K | 0.1% | 53 |
|
|
2022
Q2 | $739K | Buy |
5,908
+8
| +0.1% | +$1K | 0.11% | 53 |
|
|
2022
Q1 | $820K | Buy |
5,900
+7
| +0.1% | +$973 | 0.11% | 55 |
|
|
2021
Q4 | $1.02M | Buy |
5,893
+8
| +0.1% | +$1.39K | 0.14% | 49 |
|
|
2021
Q3 | $898K | Buy |
5,885
+9
| +0.2% | +$1.37K | 0.13% | 49 |
|
|
2021
Q2 | $918K | Buy |
5,876
+6
| +0.1% | +$937 | 0.14% | 39 |
|
|
2021
Q1 | $789K | Buy |
5,870
+8
| +0.1% | +$1.08K | 0.12% | 43 |
|
|
2020
Q4 | $797K | Sell |
5,862
-884
| -13% | -$120K | 0.13% | 46 |
|
|
2020
Q3 | $818K | Sell |
6,746
-275
| -4% | -$33.3K | 0.16% | 45 |
|
|
2020
Q2 | $789K | Buy |
7,021
+9
| +0.1% | +$1.01K | 0.16% | 43 |
|
|
2020
Q1 | $590K | Sell |
7,012
-506
| -7% | -$42.6K | 0.15% | 43 |
|
|
2019
Q4 | $726K | Sell |
7,518
-465
| -6% | -$44.9K | 0.16% | 42 |
|
|
2019
Q3 | $695K | Sell |
7,983
-40
| -0.5% | -$3.48K | 0.17% | 44 |
|
|
2019
Q2 | $688K | Sell |
8,023
-234
| -3% | -$20.1K | 0.17% | 45 |
|
|
2019
Q1 | $679K | Sell |
8,257
-636
| -7% | -$52.3K | 0.18% | 45 |
|
|
2018
Q4 | $638K | Sell |
8,893
-190
| -2% | -$13.6K | 0.2% | 46 |
|
|
2018
Q3 | $779K | Sell |
9,083
-500
| -5% | -$42.9K | 0.26% | 36 |
|
|
2018
Q2 | $779K | Sell |
9,583
-2,497
| -21% | -$203K | 0.27% | 34 |
|
|
2018
Q1 | $868K | Sell |
12,080
-501
| -4% | -$36K | 0.34% | 31 |
|
|
2017
Q4 | $920K | Sell |
12,581
-1,787
| -12% | -$131K | 0.37% | 33 |
|
|
2017
Q3 | $974K | Buy |
+14,368
| New | +$974K | 0.45% | 29 |
|