CIA
Cascade Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-782
| Closed | -$140K | – | 159 |
|
|
2023
Q1 | $140K | Buy |
+782
| New | +$140K | 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% | -$11.5K | 0.1% | 114 |
|
|
2019
Q4 | $146K | Buy |
+882
| New | +$146K | 0.11% | 114 |
|