Cascade Financial Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$890K	Hold
2025 Q2	$794K	Buy
2025 Q1	$217K	Sell
2024 Q4	$238K	Sell
2024 Q3	$243K	Sell
2024 Q2	$223K	Hold
2024 Q1	$220K	Buy