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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$501K Hold
2025
Q1
$417K Hold
2024
Q4
$494K Sell
2024
Q3
$539K Hold
2024
Q2
$532K Hold
2024
Q1
$485K Buy