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

Cascade Wealth Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$233K Buy
+1,058
New +$233K 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 +$210K 0.16% 50