Cascade Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Cascade Wealth 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
2025 Q3	–	Sell	-1,058	Closed	-$233K	–	61
2025 Q2	$233K	Buy	+1,058	New	+$213K	0.13%	51
2025 Q1	–	Sell	-950	Closed	-$210K	–	46
2024 Q4	$210K	Hold	950	–	–	0.14%	46
2024 Q3	$210K	Hold	950	–	–	0.15%	49
2024 Q2	$210K	Buy	+950	New	+$192K	0.16%	50

Other funds holding IWM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Cascade Wealth Advisors's IWM Position: Q3 2025 in Review

Cascade Wealth Advisors sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 1,058 shares — an estimated $233K sold.

Cascade Wealth Advisors first reported a position in IWM in Q2 2024 and held it in 4 quarters. The position peaked at $233K in Q2 2025. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

Cascade Wealth Advisors reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
Cascade Wealth Advisors sold 1,058 iShares Russell 2000 ETF shares in Q3 2025, an estimated $233K.
Cascade Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q2 2024 and held it in 4 quarters.
Cascade Wealth Advisors's iShares Russell 2000 ETF position peaked at $233K in Q2 2025.
2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Cascade Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.