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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return