CWA
Cascade Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
6,485
+368
| +6% | +$72K | 0.72% | 25 |
|
|
2025
Q1 | $1.09M | Hold |
6,117
| – | – | 0.75% | 25 |
|
|
2024
Q4 | $1.13M | Hold |
6,117
| – | – | 0.77% | 26 |
|
|
2024
Q3 | $1.16M | Sell |
6,117
-80
| -1% | -$15.2K | 0.83% | 26 |
|
|
2024
Q2 | $1.11M | Sell |
6,197
-319
| -5% | -$57.3K | 0.82% | 26 |
|
|
2024
Q1 | $1.12M | Buy |
+6,516
| New | +$1.12M | 0.95% | 28 |
|