Cascade Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Cascade Investment Advisors’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-782	Closed	-$140K	–	159
2023 Q1	$140K	Buy	+782	New	+$144K	0.11%	113
2022 Q3	–	Sell	-782	Closed	-$132K	–	160
2022 Q2	$132K	Hold	782	–	–	0.1%	121
2022 Q1	$161K	Hold	782	–	–	0.1%	122
2021 Q4	$174K	Hold	782	–	–	0.1%	119
2021 Q3	$171K	Hold	782	–	–	0.11%	117
2021 Q2	$179K	Hold	782	–	–	0.11%	112
2021 Q1	$173K	Hold	782	–	–	0.11%	114
2020 Q4	$153K	Hold	782	–	–	0.11%	113
2020 Q3	$117K	Hold	782	–	–	0.1%	119
2020 Q2	$112K	Hold	782	–	–	0.11%	113
2020 Q1	$89.5K	Sell	782 -100	-11%	-$14.9K	0.1%	114
2019 Q4	$146K	Buy	+882	New	+$139K	0.11%	114

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cascade Investment Advisors's IWM Position: Q2 2023 in Review

Cascade Investment Advisors sold out of iShares Russell 2000 ETF (IWM) in Q2 2023, closing a stake of 782 shares — an estimated $140K sold.

Cascade Investment Advisors first reported a position in IWM in Q4 2019 and held it in 12 quarters. The position peaked at $179K in Q2 2021. 1,962 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

Cascade Investment Advisors reported no remaining iShares Russell 2000 ETF position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 782 iShares Russell 2000 ETF shares in Q2 2023, an estimated $140K.
Cascade Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 12 quarters.
Cascade Investment Advisors's iShares Russell 2000 ETF position peaked at $179K in Q2 2021.
1,962 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.