Cahaba Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Cahaba Wealth Management’s Portfolio IWY Stock Details IWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$926K	Buy	3,722 +271	+8%	+$71.8K	0.06%	58
2025 Q4	$956K	Hold	3,451	–	–	0.07%	58
2025 Q3	$944K	Hold	3,451	–	–	0.07%	57
2025 Q2	$851K	Hold	3,451	–	–	0.07%	63
2025 Q1	$728K	Sell	3,451 -41	-1%	-$9.43K	0.06%	68
2024 Q4	$822K	Hold	3,492	–	–	0.07%	61
2024 Q3	$768K	Sell	3,492 -2,462	-41%	-$524K	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%	-$20.7K	0.1%	50
2023 Q1	$847K	Buy	6,096 +11	+0.2%	+$1.43K	0.1%	50
2022 Q4	$733K	Buy	6,085 +163	+3%	+$20.3K	0.09%	58
2022 Q3	$707K	Buy	5,922 +14	+0.2%	+$1.88K	0.1%	53
2022 Q2	$739K	Buy	5,908 +8	+0.1%	+$1.1K	0.11%	53
2022 Q1	$820K	Buy	5,900 +7	+0.1%	+$1.09K	0.11%	55
2021 Q4	$1.02M	Buy	5,893 +8	+0.1%	+$1.33K	0.14%	49
2021 Q3	$898K	Buy	5,885 +9	+0.2%	+$1.42K	0.13%	49
2021 Q2	$918K	Buy	5,876 +6	+0.1%	+$859	0.14%	39
2021 Q1	$789K	Buy	5,870 +8	+0.1%	+$1.07K	0.12%	43
2020 Q4	$797K	Sell	5,862 -884	-13%	-$111K	0.13%	46
2020 Q3	$818K	Sell	6,746 -275	-4%	-$32.4K	0.16%	45
2020 Q2	$789K	Buy	7,021 +9	+0.1%	+$882	0.16%	43
2020 Q1	$590K	Sell	7,012 -506	-7%	-$48.2K	0.15%	43
2019 Q4	$726K	Sell	7,518 -465	-6%	-$42.5K	0.16%	42
2019 Q3	$695K	Sell	7,983 -40	-0.5%	-$3.49K	0.17%	44
2019 Q2	$688K	Sell	8,023 -234	-3%	-$19.7K	0.17%	45
2019 Q1	$679K	Sell	8,257 -636	-7%	-$49.7K	0.18%	45
2018 Q4	$638K	Sell	8,893 -190	-2%	-$14.7K	0.2%	46
2018 Q3	$779K	Sell	9,083 -500	-5%	-$41.3K	0.26%	36
2018 Q2	$779K	Sell	9,583 -2,497	-21%	-$191K	0.27%	34
2018 Q1	$868K	Sell	12,080 -501	-4%	-$38.2K	0.34%	31
2017 Q4	$920K	Sell	12,581 -1,787	-12%	-$127K	0.37%	33
2017 Q3	$974K	Buy	+14,368	New	+$956K	0.45%	29