A detailed history of Cahaba Wealth Management, Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Cahaba Wealth Management, Inc. holds 3,035 shares of IWN stock, worth $536,588. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,035
Previous 2,693 12.7%
Holding current value
$536,588
Previous $410,000 23.41%
% of portfolio
0.04%
Previous 0.04%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$150.05 - $171.34 $51,317 - $58,598
342 Added 12.7%
3,035 $506,000
Q2 2024

Aug 05, 2024

BUY
$146.03 - $158.93 $1,752 - $1,907
12 Added 0.45%
2,693 $410,000
Q1 2024

Apr 22, 2024

SELL
$145.61 - $158.81 $2,038 - $2,223
-14 Reduced 0.52%
2,681 $425,000
Q4 2023

Jan 23, 2024

BUY
$125.51 - $158.2 $4,267 - $5,378
34 Added 1.28%
2,695 $418,000
Q3 2023

Oct 18, 2023

BUY
$133.8 - $151.24 $3,211 - $3,629
24 Added 0.91%
2,661 $360,000
Q2 2023

Jul 26, 2023

SELL
$128.93 - $142.33 $644 - $711
-5 Reduced 0.19%
2,637 $371,000
Q1 2023

May 04, 2023

BUY
$130.78 - $156.96 $1,830 - $2,197
14 Added 0.53%
2,642 $362,000
Q4 2022

Jan 30, 2023

BUY
$131.32 - $149.64 $2,363 - $2,693
18 Added 0.69%
2,628 $364,000
Q3 2022

Oct 18, 2022

BUY
$128.93 - $159.38 $2,320 - $2,868
18 Added 0.69%
2,610 $336,000
Q2 2022

Jul 19, 2022

SELL
$134.47 - $162.71 $8,202 - $9,925
-61 Reduced 2.3%
2,592 $352,000
Q1 2022

May 05, 2022

BUY
$151.25 - $169.21 $1,210 - $1,353
8 Added 0.3%
2,653 $394,000
Q4 2021

Feb 01, 2022

SELL
$157.31 - $176.88 $62,924 - $70,752
-400 Reduced 13.14%
2,645 $439,000
Q3 2021

Oct 15, 2021

BUY
$152.99 - $167.43 $1,988 - $2,176
13 Added 0.43%
3,045 $488,000
Q2 2021

Aug 13, 2021

SELL
$156.91 - $173.97 $18,201 - $20,180
-116 Reduced 3.68%
3,032 $485,000
Q1 2021

May 06, 2021

BUY
$130.0 - $169.53 $910 - $1,186
7 Added 0.22%
3,148 $502,000
Q4 2020

Feb 10, 2021

SELL
$100.9 - $132.3 $27,444 - $35,985
-272 Reduced 7.97%
3,141 $451,000
Q3 2020

Oct 27, 2020

SELL
$91.58 - $108.28 $6,502 - $7,687
-71 Reduced 2.04%
3,413 $339,000
Q2 2020

Aug 03, 2020

SELL
$74.44 - $109.12 $21,885 - $32,081
-294 Reduced 7.78%
3,484 $354,000
Q1 2020

Apr 30, 2020

BUY
$71.79 - $129.5 $1,292 - $2,331
18 Added 0.48%
3,778 $309,000
Q4 2019

Feb 10, 2020

BUY
$115.48 - $129.0 $2,309 - $2,580
20 Added 0.53%
3,760 $483,000
Q3 2019

Oct 23, 2019

BUY
$110.84 - $123.96 $1,662 - $1,859
15 Added 0.4%
3,740 $446,000
Q2 2019

Jul 31, 2019

SELL
$114.14 - $126.06 $25,795 - $28,489
-226 Reduced 5.72%
3,725 $448,000
Q1 2019

Apr 08, 2019

SELL
$107.18 - $125.8 $10,610 - $12,454
-99 Reduced 2.44%
3,951 $473,000
Q4 2018

Jan 14, 2019

SELL
$102.04 - $131.92 $12,755 - $16,490
-125 Reduced 2.99%
4,050 $435,000
Q3 2018

Oct 04, 2018

SELL
$132.46 - $137.1 $105,968 - $109,680
-800 Reduced 16.08%
4,175 $548,000
Q2 2018

Jul 26, 2018

SELL
$119.36 - $135.64 $111,601 - $126,823
-935 Reduced 15.82%
4,975 $668,000
Q1 2018

Apr 05, 2018

SELL
$118.48 - $130.86 $93,480 - $103,248
-789 Reduced 11.78%
5,910 $705,000
Q4 2017

Jan 24, 2018

BUY
$121.05 - $128.04 $4,599 - $4,865
38 Added 0.57%
6,699 $842,000
Q3 2017

Oct 12, 2017

BUY
$121.64 - $124.12 $810,244 - $826,763
6,661
6,661 $827,000

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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