Cascade Financial Partners’s iShares Micro-Cap ETF IWC Stock Holding History

Cascade Financial Partners’s Portfolio IWC Stock Details IWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,348	Closed	-$260K	–	263
2025 Q1	$260K	Hold	2,348	–	–	0.03%	209
2024 Q4	$306K	Hold	2,348	–	–	0.04%	185
2024 Q3	$297K	Hold	2,348	–	–	0.04%	187
2024 Q2	$268K	Hold	2,348	–	–	0.04%	190
2024 Q1	$269K	Buy	+2,348	New	+$270K	0.04%	189

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cascade Financial Partners's IWC Position: Q2 2025 in Review

Cascade Financial Partners sold out of iShares Micro-Cap ETF (IWC) in Q2 2025, closing a stake of 2,348 shares — an estimated $260K sold.

Cascade Financial Partners first reported a position in IWC in Q1 2024 and held it in 5 quarters. The position peaked at $306K in Q4 2024. 206 funds tracked by Wall St. Rank hold IWC as of Q2 2025.

Cascade Financial Partners reported no remaining iShares Micro-Cap ETF position as of Q2 2025 after selling out during the quarter.
Cascade Financial Partners sold 2,348 iShares Micro-Cap ETF shares in Q2 2025, an estimated $260K.
Cascade Financial Partners first reported a position in iShares Micro-Cap ETF in Q1 2024 and held it in 5 quarters.
Cascade Financial Partners's iShares Micro-Cap ETF position peaked at $306K in Q4 2024.
206 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2025.

Based on Cascade Financial Partners's 13F filing for Q2 2025, filed 7 Aug 2025.