Cascade Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.67M Buy
2025
Q1
$2.06M Sell
2024
Q4
$2.38M Sell
2024
Q3
$2.28M Hold
2024
Q2
$2.13M Sell
2024
Q1
$2.13M Buy