CWA
Cascade Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Hold |
1,718
| – | – | 0.28% | 37 |
|
|
2025
Q1 | $417K | Hold |
1,718
| – | – | 0.29% | 34 |
|
|
2024
Q4 | $494K | Sell |
1,718
-180
| -9% | -$51.8K | 0.33% | 32 |
|
|
2024
Q3 | $539K | Hold |
1,898
| – | – | 0.39% | 33 |
|
|
2024
Q2 | $532K | Hold |
1,898
| – | – | 0.39% | 33 |
|
|
2024
Q1 | $485K | Buy |
+1,898
| New | +$485K | 0.41% | 39 |
|