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

Cascade Investment Group’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
2026 Q2	$333K	Sell	1,107 -50	-4%	-$14.1K	0.19%	115
2026 Q1	$287K	Hold	1,157	–	–	0.19%	119
2025 Q4	$285K	Sell	1,157 -53	-4%	-$13K	0.19%	110
2025 Q3	$293K	Sell	1,210 -66	-5%	-$15.1K	0.19%	110
2025 Q2	$275K	Sell	1,276 -600	-32%	-$121K	0.19%	110
2025 Q1	$374K	Buy	1,876 +605	+48%	+$131K	0.29%	78
2024 Q4	$281K	Buy	1,271 +290	+30%	+$66.1K	0.2%	113
2024 Q3	$217K	Sell	981 -34	-3%	-$7.28K	0.16%	123
2024 Q2	$206K	Buy	+1,015	New	+$205K	0.16%	121

Other funds holding IWM

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cascade Investment Group's IWM Position: Q2 2026 in Review

Cascade Investment Group reduced its iShares Russell 2000 ETF (IWM) stake by 4.3% in Q2 2026, selling an estimated $14.1K and leaving 1,107 shares worth $333K. The position accounts for 0.19% of the portfolio, ranked #115.

Cascade Investment Group first reported a position in IWM in Q2 2024 and has held it in 9 quarters since. The position peaked at $374K in Q1 2025. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Cascade Investment Group held 1,107 shares of iShares Russell 2000 ETF worth $333K as of Q2 2026.
Cascade Investment Group sold 50 iShares Russell 2000 ETF shares in Q2 2026, an estimated $14.1K.
iShares Russell 2000 ETF made up 0.19% of Cascade Investment Group's portfolio in Q2 2026, its #115 holding.
Cascade Investment Group first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 9 quarters since.
Cascade Investment Group's iShares Russell 2000 ETF position peaked at $374K in Q1 2025.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.