Cascade Financial Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$234K	Hold	818	–	–	0.03%	232
2025 Q1	$209K	Buy	818 +5	+0.6%	+$1.28K	0.03%	232
2024 Q4	$234K	Buy	813 +12	+1%	+$3.45K	0.03%	222
2024 Q3	$229K	Hold	801	–	–	0.03%	223
2024 Q2	$210K	Buy	+801	New	+$210K	0.03%	222